Section
Europe
484 posts
In search of income in emerging market debt
by Scott Thiel, Blackrock A dovish pivot by global central banks should extend the length of this economic…
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...
Hubert Marleau: It's "every nation for itself" now
by Hubert Marleau, Market Economist, Palos Management The new monetary gauge is the DXY because trade deficit prone…
Notes from the Trading Desk
by Franklin Templeton Investments blog, Franklin Templeton Investments European markets faded last week as concerns over the impact…
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…
Hunting for Yield? Consider Emerging Europe
by Frank Holmes, CIO, CEO, U.S. Global Investors Share this page with your friends: Print Please note: The…
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…
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…
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…
