Tag Archives: equity markets

Trump Spooks the Markets

On May 17, US markets reacted sharply after news reports that a special counsel has been appointed by the US Justice Department to investigate President Donald Trump, and that Trump had asked the former head of the FBI, James Comey, … Continue reading

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Value Rally to Take Hold Again?

European Value Rally Take 2? After a decade in the doghouse, Value Equities in Europe saw a resurgence of interest last Summer, as bond yields moved higher and investors looked for ways to play the reflationary trade. Given the high … Continue reading

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European Equities – A Balancing Act

Party Season for Politics Market Complacency over the last number of months has surprised the European Equity desk. This complacency was likely predicated on two factors – investor sentiment around global growth improving somewhat and a view that central banks … Continue reading

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Investing after “Brexit”

In the end, it happened and Europe will no longer be the same! Contrary to recent market expectations, the “Leave” camp won, leading to increased uncertainty over the future of Europe. After the unexpected “Leave” outcome of the U.K. referendum, … Continue reading

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Will European Equities See A Surprise Summer Rally?

Since the turmoil in the Summer of 2011, European equities have confirmed the old idea of “sell in May” with higher volatility and periods of complete capitulation commonplace during the summer months. Will we see a repeat of this in … Continue reading

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