Section
Europe
449 posts
Doubleline's Gundlach Makes Call for Higher Inflation, a Rally in EM Equities, and a Lower Dollar
Jeffrey Gundlach from DoubleLine Capital presented at the Strategic Investment Conference this past week. He started off his…
Is a New Crisis Brewing in Germany and Europe?
by Brad MacMillan, CIO, Commonwealth Financial Network Many of us were under the assumption that we could go…
International Equities are En Vogue, and Could Stay That Way
by Bryce Coward, CFA, Knowledge Leaders Capital Over the last decade US stocks have outperformed the global equity…
Why Europe’s Earnings Rebound Could Offer a Fillip for Active Value Investors
by Dylan Ball, Executive VP, Franklin Templeton Global Equity Group European value investing is a strategy that many…
Will ECB Tapering Trigger Market Tantrum?
by Darren Williams, Senior Economist, Europe, AllianceBernstein The European Central Bank (ECB) is widely expected to announce a…
The Stealthy Success of European High Yield
by Neuberger Berman Fixed Income Investment Strategy Committee You might be surprised to learn that European high yield…
Time for Europe to Shine?
by Ryan Detrick, LPL Research As we noted yesterday, small caps have improved and technically could break through…
What's Next for Europe as Merkel Is Re-elected
by David Zahn, CFA, FRM, Head of European Fixed Income, Franklin Templeton Angela Merkel’s re-election as German Chancellor…
Merkel Victory Has Long-Term Implications for Investors
by Senior Vice President, Portfolio Manager, Multi-Asset Solutions, Franklin Tempelton Investments As widely expected, voters in Germany have…
How the German Election Could Dictate Europe’s Future Direction
by David Zahn, CFA, FRM, Head of European Fixed Income, Senior Vice President, Franklin Templeton Fixed Income Group…
U.S. vs international: what do earnings tell us about what may be ahead?
by Jeffrey Kleintop, Global Chief Investment Strategist, Charles Schwab & Co., Inc. Key Points Over the past 15…
JPM's Ramakrishnan Sees Money Flowing Back Into Europe
Sep.05 -- Nandini Ramakrishnan, global market strategist at JPMorgan Asset Management, explains why $40 billion of flows could…
European Equity Bulls Need to Be Selective
by Tawhid Ali, Andrew Birse, AllianceBernstein Solid economic growth and receding political risk continue to support sentiment towards…
Macron at 100 Days: New French President Faces Busy Autumn
A large chunk of French President Emmanuel Macron’s first 100 days in office came at a time when…
