Section
Europe
490 posts
"Surreal" Market Signals and the Road Ahead: Gundlach's Mid-Year Macro Dissection
Jeffrey Gundlach, the ever-skeptical maestro of macro at DoubleLine Capital, titled his June 10, 2025 webcast1 "Surreal"—a fitting…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Trading Away From The U.S.?
by Vaibhav Tandon, Senior Economist, Northern Trust Global trade patterns are evolving. o anyone going through a breakup,…
Midyear insights: Opportunities amid globalization’s discontents
As US exceptionalism faces growing scrutiny, investors have increasingly sought portfolio diversification with international exposure. This recalibration raises the critical question of which economies and regions may be best positioned to thrive under our new tariff landscape. Franklin Templeton ETFs’ Dina Ting offers some insights for the second half of the year.
Market Ethos: Trimming America
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Last week was yet another one cementing the…
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it down—simply, sharply, and with implications you can’t ignore. “When the facts change, I change…
Mid-Year Outlook: International Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, it’s getting harder for investors…
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of America’s Market Dominance
“You’ve got $9 trillion worth of European pension money sitting in US equities… try parking a trillion dollars…
2025 Mid-Year Outlook: Global Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
New catalysts spur international stocks
by Gerald du Manoir, Samir Parekh, Steve Caruthers, Capital Group For the first time in many years, the…
Global equities: The case for Europe
by Stephen Dover, CFA, Head of Franklin Templeton Institute A funny thing has happened thus far in 2025.…
Bond Voyage! Rethinking Traditional Diversifiers in the Modern ETF Era
In the most recent episode of "Raise Your Average,”1 co-hosts Pierre Daillie and Mike Philbrick welcome back Tony…
The Return of Value: Bargain Hunting and Global Opportunity in a Volatile Market
As the market continues to adjust to a regime of higher-for-longer interest rates and heightened geopolitical friction, Mackenzie…
Tariffs: Q1 Impacts and Q2 Negotiations
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Orange Crush: The French Telecom Giant Just Broke a 24-Year Barrier
by SIACharts.com Orange S.A. (ORANY), a $39 billion corporation, is a major French telecommunications company operating in over…
