Section
Europe
461 posts
Lessons For Europe
Closer integration could help the euro area keep pace with the U.S.
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...
MFS: Monthly Equity Market Topics (October 2024)
by Ross Cartwright, Lead Strategist, Investment Solutions Group, MFS Investment Management In Brief China’s Economic Stimulus: A Glimmer…
ClockWise: Fed rate cuts are bullish for stocks in a soft landing scenario
by Trevor Greetham, Head of Multi-Asset, Royal London Asset Management The Federal Reserve (Fed) is cutting rates for…
2024 Elections: Big Bark, Little Bite
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Policy, more likely to be dictated by…
Ferrari Stock Races Ahead: 53% Gains in One Year – What’s Next?
by SIACharts.com Shares of Ferrari continue to be one of the top names in the auto space, racing…
Expanding the Hunt for Attractively Valued Equities
by AllianceBernstein Global Equity Research When global equity markets tumbled in early August, investors got a glimpse of…
What investors need to know about stock market corrections
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Market corrections are common - Since the early 1980s,…
Reversals of fortune emerge in elections and economies
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways French election - The second round of the…
Inflation slows, AI soars: Unpacking Q2’s key market themes
by Paul Eitelman, Russell Investments Executive summary: The Magnificent Seven group of stocks turned in another stellar performance,…
The Summer Solstice
by Carl R. Tannenbaum, Chief Economist, Vaibhav Tandon, & Ryan Boyle, Northern Trust The Northern Trust Economics team…
As global economies diverge, where are the investment opportunities?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Interest rates - While the Bank of Canada…
European Industrials: A Hotbed of Growth for Equity Investors
by Thorsten Winkelmann, Chief Investment Officer—Europe and Global Growth, & Marcus Morris-Eyton, Portfolio Manager—Europe and Global Growth, AllianceBernstein…
The Recession Has Ended
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Finding Pockets of Growth in Europe’s Overlooked Equity Market
by Thorsten Winkelmann, Chief Investment Officer—Europe and Global Growth, Marcus Morris-Eyton, Portfolio Manager—Europe and Global Growth, AllianceBernstein Attractive…
Could ECB Rate Cuts Beat the Fed to the Punch?
by Sandra Rhouma, European Economist—Fixed Income & John Taylor, Director—Global Multi-Sector, AllianceBernstein Although markets expect both the Fed and…
