Category Archives: Equity

Did Someone Say Earnings Growth?

Q4 earnings season in Europe has given investors something to cheer about. 75% of companies have reported to date, and the Q4 Earnings Per Share (EPS) are up 12.1% Y/Y. This is the strongest number since Q4 2013, with 7 … Continue reading

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How to Play Economic Acceleration

It has been a benign start to the year for investors. Stock markets have reached new all-time highs in the US and delivered strong positive returns across the board globally. Credit spreads in developed markets have tightened slightly, as the … Continue reading

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Growth and Inflation: A New Narrative?

In the second half of 2016, the growth premium favored Developed Markets (DMs) vs Emerging Markets (EMs) – with DMs regaining the macro momentum lost in the first part of 2016. We now expect DMs and EMs to display similar, … Continue reading

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What’s in Store for Asian Equities in 2017?

Our Head of Asian Equities, Angelo Corbetta, was recently interviewed for his outlook on the Asian equity market in 2017. To view his video, click on the image below. Or read his transcript that follows. Click here for our complete selection … Continue reading

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European Equities Outlook for 2017

2016 has been a challenging year for European Equity investors. I provided the following comments at a recent investment conference. Video: 2017 Outlook for European Equities Click here for our complete selection of 2017 Outlook videos. 2016 has been particularly difficult … Continue reading

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