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There are 30 item(s) tagged with the keyword "Europe".

Displaying: 21 - 30 of 30

The US and Europe: a corporate profits paradox

US companies had an excellent beginning to 2018, as shown by their strong first-quarter corporate profits. European businesses, on the other hand, had a less auspicious start, a fact also reflected in their earnings reports. 

Tags: economics, equities, Europe, hedge funds, North America
Week in review: Markle sparkles

Seems the cash registers are already ringing in the UK this week. According to consulting firm Brand Finance, Saturday’s royal wedding between Prince Harry and Meghan Markle will boost the UK economy by around £1.05 billion.

Tags: Asia, equities, Europe, fixed income, global, North America, US
Experience counts at the end of the market cycle

Paulleeta Haggith, Manager Research Analyst takes a look at the robust investment process behind the IVI European Fund and discusses why their experienced, active investment proposition really stands out at this stage in the market cycle.

Tags: Europe
BVTV: Is it time to go fully short on European duration?

After a stellar 2017, eurozone economic data releases have disappointed recently. This week’s BVTV discusses the region’s prospects, focusing on the key learnings from the latest ECB meeting, why the US Treasury sell-off has so far failed to have a material impact on European rates, and implications for credit markets.

Tags: Europe, Eurozone
How will the Brexit negotiations affect European markets?

The Brexit negotiations have reached an important milestone with both sides agreeing to a period of transition between the UK formally leaving the EU in March 2019 and the new relationship coming in to force in January 2021. This has lifted sterling and UK interest rate expectations. Both could get a further boost if the next ambition is met - an agreement on the heads of terms of the final deal.

Tags: Brexit, UK, Europe
Week in Review: Spring in step

Equity investors enjoyed the spring sunshine this week. The S&P 500 was up 1.4% by Thursday’s close. The FTSE 100 and the FTSE World Europe ex UK indices gained 1.0% and 1.2%, respectively.

Tags: commodities, equities, Europe, geopolitics, global, North America, political risk, UK
Property investors are in need of some retail therapy

Many would say that high street retailing is dead. The reality is that no high streets have truly perished and very few will be completely wiped out. Yet many are undoubtedly shadows of their former selves, most will never be the same again, and relatively few could be considered in fine fettle.

Tags: commercial, property, Europe, residential, UK
Weekly Bond Bulletin: A currency tug of war

The euro’s upward march against the US dollar has been on hiatus since the end of January. How do the arguments for the two currencies stack up, and where might they go from here?

Tags: US, Europe, Euro
Manufacturing the expansion

It looks like 2018 is off to a solid start in the Eurozone. After the strong industrial production print for December 2017, growing 5.2% year-on-year, PMI data this week continued to register high levels of growth in the manufacturing sector.

Tags: Europe, manufacturing
TOWIE - The Only Way Is Equity?

Eugene Philalithis, Portfolio Manager of the Fidelity Multi Asset Income Fund Range, discusses the love affair between income investors and equities over the past decade. Why are investors favouring European equity income stocks over European high yield bonds?

Tags: equities, Europe

Displaying: 21 - 30 of 30