Section
Europe
485 posts
Initial Thoughts on European QE
by Cullen Roche, Founder, Orcam Financial Group Quantitative Easing has officially come to Europe. Here is the basic…
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...
Going Up?
Going Up? by Erik Swarts, Market Anthropology Despite arriving late to Thursday's press conference - ironically, held up…
European Head Fake?
European Head Fake? by Burt White, Chief Investment Officer, LPL Financial The European Central Bank (ECB) is likely…
Guy Haselmann: ECB QE – Design Matters More Than Size
ECB QE – Design Matters More Than Size by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM THIS…
SocGen Warns: "Avoiding Risk in 2015 Will Be Pivotal"
Via Société Generale's Andrew Lapthorne, Style performance dictated by weak fundamentals Investment style performance during 2014 was far more…
Clock Will Be Ticking for Greece’s New Government
by Darren Williams and Dennis Shen, AllianceBernstein Greece is holding early parliamentary elections on January 25. A victory…
Guy Haselmann: Market Liquidity Will Be Difficult
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Liquidity has been decimated. Central bank's regulatory intrusion has…
Why Does Everyone Keep Asking Us About Great Value Buys in Europe?
by Gavekal Capital Blog While attending a conference last week and hearing questions and comments such as, "Europe's…
Guy Haselmann: Odds and Ends
Odds and Ends by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Fed • The Fed path to…
Do You Guys See What’s Happening in Europe?
by J.C. Parets, AllStar Charts This week I was having drinks with a buddy of mine down in…
All About The ECB's Latest Monetary Policy You Haven't Asked About
by Sober Look Once again, a great deal of confusion surrounds the European Central Bank's current policy objectives…
Why European Sovereign Bond Yields Have Plunged
by Sober Look Once again, a great deal of confusion surrounds the European Central Bank's current policy objectives…
What Stimulus Overseas Could Mean for U.S. Investors
Could the end of easy money in the United States be the beginning of even more stimulus everywhere…
Europe Must Act Now
October 29 2014 Things in Europe are bad and policymakers appear already to have fallen behind the curve.…
The Draghi Grand Plan 2.0
by Cam Hui, Humble Student of the Markets The parents fight and the kids hear everything. The younger,…
