Section
Europe
462 posts
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...
Back to Fundamentals
by Stephen Way, Portfolio Manager, Head, Global and Emerging Markets, AGF Investments Global equities performed strongly in 2019,…
Notes From the Trading Desk – Europe
by European Trading Desk, Franklin Templeton Investments Markets were in a muted state for most of last week…
Deflated Expectations
This edition of CIO Weekly Perspectives comes from guest contributors Patrick Barbe and Yanick Loirat of Neuberger Berman’s European Investment Grade…
Foreign stocks aren't as foreign as you think
by Joe McNally, Russell Investments Have you ever done an inventory of the products that you use every…
Hubert Marleau: "Whatever it takes," and "As long as it takes."
by Hubert Marleau, Market Economist, Palos Management The Final Monetary Solution for the Euro Zone: “Whatever It Takes”…
What are the risks of a no-deal Brexit?
by Kara Ng, Russell Investments On the latest edition of Market Week in Review, Quantitative Investment Strategist Dr.…
3 investing ideas for the second half
by Mike Pyle, Blackrock As the second half kicks off, we advocate taking a modestly more defensive stance…
Bubble, Bubble, Toil and Trouble
by Rob Arnott, Bradford Cornell, Shane Shepherd, Research Affiliates Key Points The authors define a bubble and an…
Investing like it's 1999
by Kevin Divney, Russell Investments The technology sector has helped fuel one of the longest economic expansions in…