8 results for keyword "Europe"

Article on tag "Europe"

Financial Markets Monitor June: a lot going on
Financial Markets Monitor June: a lot going on
(c) iStock

Financial Markets Monitor June: a lot going on

An Investment Committee again! A month can pass quickly, especially if there is a lot going on in the markets. In light of recent market events (Italy, Turkey, Argentina), I was surprised that our risk stance has not changed since our last Investment Committee meeting. Obviously, it takes a lot to get us out of […]

European banks: Outlook for 2018
European banks: Outlook for 2018
(c) iStock

European banks: Outlook for 2018

European banks (as measured by the Stoxx 600 Banks Index) had a decent year in 2017: the index climbed more than 8%, slightly outperforming the broader European market (Stoxx 600 Index). The strongest positive impulse came from the French elections in April last year, where the populist threat was successfully defeated by Emmanuel Macron, arguably the most market-friendly candidate among the contenders. A robust European economy and a solid business sentiment throughout the year also helped banking shares go higher.

European shares – is it still time to get in on this one, or has the ship sailed?
European shares – is it still time to get in on this one, or has the ship sailed?
Foto: Shutterstock.com

European shares – is it still time to get in on this one, or has the ship sailed?

We have seen European equities outperform their American peers in the year to date, both in local currency and in euro. Not even the increase of the US dollar relative to the euro of 8% made a difference to that. What is this pro-European optimism based on? After all, the US economy has seen a […]