Section
Europe
449 posts
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…
Small-cap stocks: 7 opportunities to watch in 2024
by Dimitri Mitrinovic, Roz Hongsaranagon, Arun Swaminathan, Capital Group Over the last couple of years, the gap in…
Count Down to Rate Cuts (and Hikes)
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Progress Report: Dassault Systèmes
by NEI Investments Summary We encourage Dassault to enhance disclosure of their customer due diligence procedures. Highlights Objective:…
Top 5 Global Risks of 2024
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
European Equities on Discount: How to Allocate
by Matt Wagner, CFA, Associate Director, Research, WisdomTree The European economy is not in free fall, but it…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
Buy Japan, Hold U.S., Sell Europe
by Jeffrey Buchbinder, CFA, Chief Equity Strategist & Jeffrey Roach, PhD, Chief Economist, LPL Financial Buy Japan, Hold…
July 2023 Equity Market Outlook: Positive sentiment emerges as inflation slows
by Gabriel Sauma, Russell Investments Executive summary: Q2 2023 was a more favorable environment for Emerging Markets, Europe,…
A Central Bank Trifecta
by Investment Solutions Group, MFS Investment Management As of noon on Friday, global equities were modestly firmer on…
Quick Thoughts: Banks and the butterfly effect—the global ramifications
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Financial market…
Can you have your cake and eat it too?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Global growth China and the eurozone reported strong…
