Section
Europe
462 posts
Jeffrey Saut: "Random Gleanings on a Flight to Montréal"
by Jeffrey Saut, Saut Strategy Greetings from Montréal one of my favorite cities in the World. The climes…
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...
Investment Strategy: Back half looks tricky
by Craig Basinger, Chris Kerlow, Derek Benedet, Alexander Tjiang, Gerald Cheng, RichardsonGMP Summary I. Market recap – One…
ECB worries have receded, but Fed policy doubts have some pundits on the defensive
by Kristina Hooper, Global Market Strategist, Invesco Canada I spent the past week in Knoxville, Tennessee, watching my…
Stock fundamentals still supportive
by John Lynch, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS We believe the economic and earnings environment will…
Hubert Marleau: The easiest way to avoid a fiscal crisis
by Hubert Marleau, Market Economist, Palos Management The Main Event In Osaka Was Not the G20 Summit; It…
What’s the Long-Term Oil Outlook? Watch How the Majors Invest
by Joseph G. Paul, AllianceBernstein What’s the long-term outlook for oil in a world shifting to renewable energy?…
Midyear Outlook: Reining in Risk
by Edward D. Perks, CFA, Franklin Templeton Investments Our senior investment leaders share their views on investing in…
European Automakers – Trade War Woes Add Pressure on Bonds
by Robert Schwartz, Fixed Income, AllianceBernstein Trade war fears have dominated the headlines recently, but European automakers already…
The Cost of Rising Populism
by Niels Jensen, Absolute Return Partners LLP Patriotism is loving your country and fellow countrymen. Nationalism is hating…
Notes from the Trading Desk: Enter the Draghi
by Franklin Templeton Investments Global equities were stronger last week as further dovishness from central banks provided support.…
Hubert Marleau: When the Fed Is the Only Game In Town...
by Hubert Marleau, Market Economist, Palos Management U.S. Monetary Policy: Reading the Prevailing Winds When the Fed Is…
ECB Struggles as Central Banking World Turns Upside-Down
by Darren Williams, Fixed Income, AllianceBernstein As global growth prospects have weakened, the world of central banking has…
Central banks provide a silver lining to the escalating trade war
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada A collective sigh of relief was expelled on…
ECB Acts to Reassert Its Inflation-Targeting Role
by David Zahn, CFA, FRM, Franklin Templeton Investments Many observers had low expectations ahead of this week’s European…
Larry Adam: The "inconvenient opportunity" of weakness should be bought
by Larry Adam, Chief Investment Strategist, Raymond James The “inconvenient truth” of equity market pullbacks is that investors…
