Section
Europe
449 posts
Crunch time for emerging markets
by Jurrien Timmer, Director of Global Macro, @TimmerFidelity, Fidelity Investments The last emerging-market (EM) rout was rescued by…
An Open Letter to European CEOs: Work with Us, Not Against Us
Dear European CEO, This letter has been a long time coming. It’s time for us to talk. Buyout…
Global Economic Outlook - July 2018
The Northern Trust Economics team shares its outlook for growth, employment, inflation, and interest rates in the U.S.,…
Niels Jensen: The Italian Job
by Niels Jensen, Absolute Return Partners LLP There is a strong inclination in Europe to use the occasion…
The flare up of European populism and its investing implications
by Richard Turnill, Global Chief Investment Strategist, Blackrock European populism has flared up again. Richard explains what this…
Europe’s Boot Gives the Market a Kick
by Joseph V. Amato, President and CIO, Equities, Neuberger Berman The Italian mini-panic was a reminder of the…
Roman Roulette
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Governmental instability is not a new experience…
Asia & Europe: The New Path of Least Resistance
The stars are finally aligned for investing globally. The long-term opportunities in Asia are incredible. With over half of the global population residing in Asia, the sheer magnitude of Asian consumption is enormous.
11 months to go: Why we expect a soft Brexit
by Wouter Sturkenboom, Russell Investments With less than a year to go until the United Kingdom leaves the…
Yes. It's a Bubble. So What?
by Rob Arnott, Shane Shepherd, and Bradford Cornell, Research Affiliates Key Points The word “bubble” is tossed around…
Yield signs: Deconstructing a key market indicator
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada The biggest news of last week was not a…
Hoisington: Restrictive Fed Policy Will Lead to Lower Long-Term Rates
By Lacy Hunt, PhD, and Van Hoisington, Hoisington Investment Management Nearly nine years into the current economic expansion…
3 investing ideas for the second quarter
by Richard Turnill, Chief Investment Strategist, Blackrock How should investors consider positioning their portfolios for the economic backdrop…
Jim McDonald: Relative Stability
by Jim McDonald, Chief Investment Strategist, Northern Trust SUMMARY Although investor concerns about global trade are elevating equity…
Blaine Rollins: The Fog Gets Thicker
by Blaine Rollins, CFA, 361 Capital Trade wars have escalated and the White House is now preparing for…
