Section
Europe
485 posts
Four Market Risks to Focus on This Summer
What could lead to a more severe market correction? While there’s a long list of things that could…
May 27, 2014
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...
Risk of Disappointment from the ECB in June Remains High
by Sober Look The euro area recovery continues to be uneven. The economy is clearly expanding, but while…
May 27, 2014
First Trust's Karl Cheong: Investing in Senior Loans and Europe
We recently interviews Karl Cheong, Head of Products and Capital Markets, at First Trust Portfolios Canada to discuss…
May 20, 2014
Putting the Plunge in Eurozone Yields into Perspective
by Dr. Ed Yardeni More surprising than the rally in US Treasury bonds is the plunge in Eurozone…
May 9, 2014
We’re Shuffling the Cards on Our European Play
We’re Shuffling the Cards on Our European Play By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
April 14, 2014
Three Reasons Europe Deserves Another Look
As investors steer clear of emerging markets and U.S. equities, flows into developed markets overseas are gaining momentum.…
March 21, 2014
Global Investing and the European Enigma
by Mark Phelps, AllianceBernstein Equity investors are struggling to figure out how to approach the European enigma. It’s…
March 17, 2014
Five Reasons the ECB will Have to Ease Again
by SoberLook.com It may be something symbolic such as a small rate cut or possibly a more substantial…
February 3, 2014
Eurozone: Rising Like a Phoenix
Eurozone: Rising Like A Phoenix, Part 3 by Charts, Etc. Last August, I wrote about how Eurozone stocks…
January 10, 2014
The Two Best Performing Asset Classes Since 2008 are Surprising
by Short Side of Long I thought sharing this chart would be extremely interesting, since we are closely…
December 20, 2013
Want Safer Yield? Cycle to Europe
by Gershon Distenfeld and Jørgen Kjærsgaard, AllianceBernstein For high-yield investors with large US credit exposures, these are uncertain…
December 12, 2013
Rick Ferri: What's the Optimal Allocation to Foreign Equities?
What's the Optimal Allocation to Foreign Equities? by Rick Ferri Nearly every financial adviser will tell you that…
December 4, 2013