Section
Europe
485 posts
Technical Outlook: Developed or Emerging Markets? Which Country ETF is on Top?
With International Equity recently moving in to the second spot in the SIA Asset Allocation Model, the questions…
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...
In & Out of Fashion (Yardeni)
In & Out of Fashion (excerpt) It’s Fashion Week in New York City. It also seems to be…
Guest Post: Why Europe (Not The Fed) Is Crushing Emerging Market Economies
Authored by Daniel Gros, originally posted at Project Syndicate, Emerging markets’ currencies are crashing, and their central banks…
What the Flows Show: Despite Appearances, Risk Appetite on the Rise
Recent headlines tell a grim story about August’s record month of ETF outflows, but as usual there’s more…
Look for these European Stocks to Exert a Lot of Horsepower
Look for these European Stocks to Exert a Lot of Horsepower August 30, 2013 by Frank Holmes, Chief…
Are Stocks Too Expensive?
In response to recent questions about whether the stock market is overvalued, Russ gives two reasons why equity…
Emerging Markets Radar (August 26, 2013)
Emerging Markets Radar (August 26, 2013) Strengths The Markit Eurozone PMI Composite Output Index signaled the largest monthly…
Why it’s Time to Reconsider European Equities
Given recent signs that the eurozone economy is stabilizing, is it time to consider European equities again? Russ…
Emerging Markets Looking More Like Submerging Markets, $EEM, $SPY
by Enis Taner, Risk Reversal Emerging markets are increasingly looking like submerging markets. Overnight, the Indoesian equity market…
Emerging Markets Radar (August 19, 2013)
Emerging Markets Radar (August 19, 2013) Strengths click to enlarge In the first seven months of 2013, net…
"Open Your Eyes!"
Submitted by Mark J. Grant, author of Out of the Box, via ZeroHedge.com "Diseased nature oftentimes breaks forth…
Focused Only on the US? Here’s What You’re Missing
by Russ Koesterich, Blackrock Many investors remain fixated on what’s happening in the United States -- and particularly…
Bridgewater's Ray Dalio Warns Eurocrisis Is Not Over
by Lance Roberts of Street Talk Live blog, Back in June I penned an article entitled "Is The…
A Surprising Way to Play a Europe Rally
A Surprising Way to Play a Europe Rally August 9, 2013 By Frank Holmes, CEO and Chief Investment…
Coming Soon: September Volatility
by Russ Koesterich, Portfolio Manager, BlackRock / iShares Since spiking earlier this summer, market volatility is now back…
