Tag Archives: European markets

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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Champagne for Risk Assets

First round French presidential elections results: Key takeaways It was an absolutely unprecedented first round, with four contenders quite close in the polls and just one of them (not ranked among the strongest) belonging to a traditional party. This unpredictability … 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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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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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. Spain – Politics to the Fore Again Spain has been without a government since national elections in December 2015. No party has managed to secure a majority in those elections, leading to the most fragmented parliament since 1977. A … Continue reading

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