Section
Europe
449 posts
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…
Trading Desk Notes: Soggy Macro and Negative Sentiment Dominate
by Franklin Templeton Investments blog, Franklin Templeton Investments Trade continued to dominate the headlines last week and sentiment…
What does the fragmented parliamentary election mean for Europe?
by Kristina Hooper, Invesco Canada All eyes were on Europe this past week. First, U.K. Prime Minister Theresa…
May Confirms Departure: What Could It Mean for Investors?
by David Zahn, CFA, FRM, Franklin Templeton Investments UK Prime Minister Theresa May has finally confirmed the date…
Brexit: What’s Next for Investors?
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
The case for sustained monetary stimulus in Europe
by Elga Bartsch, PhD, Blackrock We expect the European Central Bank to keep rates on hold this year.…
Maersk, the Largest Shipping Company, Warns on 2019 World Economic Outlook
Danish shipping company Maersk, the world's largest shipping company, is in a position to authoritatively say that what…
Finding opportunity in European credit
by Richard Turnill, Global Chief Investment Strategist, Blackrock We see compelling relative value in the BBB segment of…
Top 5 investment themes to watch for 2019
by Andrew Pease, Chief Global Investment Strategist, Russell Investments Move over 2018 2018 was action-packed and volatile with…
Niels Jensen: Potential Pitholes of 2019
by Niels Jensen, Absolute Return Partners LLP A lot of Leave voters say "stop complaining, it's democracy!" Well,…
Is the New Brexit Deal Already Dead?
by Darren Williams, Global Economic Research, AllianceBernstein With cabinet ministers resigning by the hour, it’s tempting to think…
The US, usually regarded as the safest haven, should underperform. Europe, the most hated region, is likely to outperform.
by Urban Carmel, The Fat Pitch Summary: Although US equities are up about 2% in 2018, Europe is…
Finding Value among Stretched US Valuations, Market Dislocations
In recent years, US market strength has lifted markets globally, despite recent bouts of market volatility. According to…
Trends Shifting: International equities under pressure, Soft commodities turning around
World markets have remained volatile over the last week as we have moved into the heart of quarterly…
