Tag Archives: Equity

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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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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European Equities Outlook for 2017

2016 has been a challenging year for European Equity investors. I┬áprovided 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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What Will a Trump Victory Mean for Investors?

Just as with Brexit, markets underestimated the strength of the populist movement yesterday, when Donald Trump was elected the 45th president of the United States. Short-term reactions aside, what will this shift in US political leadership mean for the economy … Continue reading

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