Section
Europe
449 posts
Dial P911 for Value in Porsche and VW
by Cole Smead, Smead Capital Management Dear fellow investors, If you were walking down the street and saw…
Maybe far away, or maybe real nearby? Analysis of the uncertain economic environment in Europe and the UK
by BeiChin Lin, Russell Investments Europe and the UK are already facing energy challenges, which could be worsened…
Europe: Bracing For A Cold Winter
by Vaibhav Tandon, Senior Economist, Northern Trust Policy responses to shortages are not always effective. Rationing is the…
The House of Cards
by Niels Clemens Jensen, CIO, Absolute Return Partners "Without Italy, there is no Europe, but outside of Europe,…
Euro Parity: Threshold or Boundary?
by Brad Tank, Chief Investment Officer—Fixed Income, Ugo Lancioni, Head of Global Currency, Neuberger Berman The euro is…
Q2 2022 Fixed Income Survey: Major central banks turn hawkish
by Adam Smears, Russell Investments In this latest survey, 59 leading bond and currency managers considered valuations, expectations…
Equity Outlook: Bracing for an Economic Slowdown
by Chris Hogbin, Head of Equities, AB Spiking inflation, rising interest rates and growing fears of a US…
The ECB’s Trilemma
by Patrick Barbe, Head of European Investment Grade Fixed Income, & Ugo Lancioni, Head of Global Currency, Neuberger…
119 Value Stocks are Back w/ Stephen Jenkins and Jackie Au, Sionna Investment Managers
Listen on The Move Every stock market correction is unique, with its own causes and consequences. There…
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
Europe's Central Banks Diverge
by Vaibhav Tandon, Senior Economist, Northern Trust This week’s Federal Reserve meeting got substantial amounts of attention from…
International outlook: The digital revolution goes global
by Robert Lind, Economist, & Caroline Randall, Equity Portfolio Manager, Capital Group Investors searching for reasons to increase…
International Stocks Could be Ripe for a Catch-Up Trade
by Bryce Coward, CFA, Knowledge Leaders Capital A definite feature of the last decade has been the persistent…
Why We're Bullish on Russia and Eastern Europe Right Now
by Frank Holmes, CEO, CIO, U.S. Global Investors After a challenging 2020 due to the pandemic, foreign direct…
