Section
Europe
485 posts
The ECB’s bond-buying extension
On December 8, Todd Mattina, Chief Economist and Strategist on the Mackenzie Asset Allocation Team, appeared on BNN…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
ECB Policy: 1% Is the New 2%
by Andrew Bosomworth, PIMCO At its 8 December Governing Council meeting, the European Central Bank (ECB) extended its…
ECB Decision Pending
by LPL Research Today, December 8, 2016, the European Central Bank (ECB) will hold its last meeting of…
Italians Vote ‘No’: Implications for Italy, the Euro Area and Global Markets
By Todd Mattina, Chief Economist and Strategist, Mackenzie Asset Allocation Team On December 4, 2016, Italians voted ‘No’…
Beyond Face Value in European Equities
by Tawhid Ali, Nelson Yu, AllianceBernstein European value stocks have rallied recently. But identifying cheap stocks with recovery…
European Equity Correlations Have Dramatically Declined
by Eric Bush, CFA, Gavekal Capital European stocks are once again adding diversification for equity investors. The 65-day…
What is the future of the ECB’s corporate bond program?
by Andy Sparks, Managing Director and Head of Fixed Income Research, MSCI With average purchases of €7.8 billion…
Brexit: Was it Just a Nasty Dream?
by Darren Williams, Senior Economist, Europe, AllianceBernstein Recent data suggest the British economy is weathering the fallout from…
A boon for bonds
by Richard Turnill, Blackrock Chief Global Strategist, Blackrock Global corporate bond spreads have shrunk this year and are…
ECB: Going All In, or Drawing Dead?
by LPL Research Many of you know these poker references (not that anyone in LPL Research plays the…
What if the ECB Runs Out of Bonds to Buy?
No matter what the ECB decides to do with bonds and the capital key, Investment Strategist Ann-Katrin Petersen…
Joseph Stiglitz: Reform or Divorce in Europe
by Joseph E. Stiglitz, Columbia University, via Project Syndicate NEW YORK – To say that the eurozone has…
Seeking value? Take a look at Europe’s markets
Seeking value? Take a look at Europe’s markets by John Manley, Wells Fargo Asset Management When I was…
Europe is a Mess. European Stocks are Cheap.
Europe is a Mess. European Stocks are Cheap. by Ben Carlson, A Wealth of Common Sense The Brexit…
Brexit: How Extreme are Market Levels?
by Mike Amey, PIMCO As we start the first full trading week after the UK’s historic vote to…
