Viewpoints about Europe
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Portfolio Intelligence podcast: growth or value in the global equities market?
Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share where they are seeing the most attractive opportunities now in the global equities market.
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Strengths and weaknesses across emerging markets: COVID-19’s uneven impact
The coronavirus pandemic is hitting some emerging-market economies harder than others. Join an EM equity specialist for a (virtual) global tour.
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Habemus Brexit!
The UK government is in turmoil over the Prime Minister's hard-won Brexit deal. We look at the likelihood of it getting through Parliament and what's next for the UK.
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Markets alone will determine Italy’s future
The best hope for resolving the row between Brussels and Rome over the Italian budget resides with the market—see Megan Greene’s take on the latest developments.
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Turkey—a symptom of larger challenges for emerging markets
Is Turkey's financial meltdown a local phenomenon or a warning sign for international investors? The answer: It's both.
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Global growth divergence eclipses last year’s synchronized recovery
We’re near the point of maximum optimism in the cycle. This is about as good as it gets for financial markets—find out the implications for investors.
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European banks are still burdened by bad debt, despite economic gains
All isn't necessarily well with Europe's economic recovery. Hear from an international equity portfolio manager who views European banks as a weak spot.
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Four reasons to consider small- and mid-cap international stocks
The small- and mid-cap segments of today’s international equity markets offer strong potential for investors seeking superior risk-adjusted returns as well as enhanced portfolio diversification.
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Finding value and quality in a valuation-rich global equity market
While profit margins remain strong, elevated stock valuations and rising corporate debt could be warning signs for global equities. In such an environment, the best opportunities lie in the intersection between quality and value.
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Currency tides may be changing, providing more lift for international equities
The damage that the U.S. dollar’s strength has inflicted on international equity returns may have run its course, as a recent comeback for foreign currencies has enhanced the appeal of international stocks.
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