Section
Europe
485 posts
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…
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...
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…
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…
