Section
Europe
484 posts
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,…
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...
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 &…
A Generational Shift in Structured Investing: How BMO’s SEYF Is Reshaping the Modern Portfolio
by Pierre Daillie, Managing Editor, AdvisorAnalyst The investment landscape is undergoing a profound transformation. Traditional portfolios—once anchored in…
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…
