Beyond Bulls & Bears

Getting Ready for EU SFDR: Impact of Sustainable Finance Disclosure Regulation
Alternatives

Getting Ready for EU SFDR: Impact of Sustainable Finance Disclosure Regulation

We recently assembled a panel to discuss the European Union’s Sustainable Finance Disclosure Regulation, which represents part of a plan to reorient capital towards a more sustainable economy, to mainstream sustainability into risk management, and foster transparency. Here, we share highlights from the panel.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

With a COVID-19 vaccine forthcoming, and many countries getting the situation under control in the meantime, many observers are optimistic about an economic rebound in Europe in 2021.

Amid Brexit Stalemate, Could a New Scottish Referendum Be on the Cards?
Fixed Income

Amid Brexit Stalemate, Could a New Scottish Referendum Be on the Cards?

Issues still remain unresolved between the United Kingdom and the European Union, with continued posturing on both sides. David Zahn, our Head of European Fixed Income, weighs in on the latest developments, and ponders whether we could see some disharmony within the United Kingdom—potentially leading to another Scottish referendum.

Brexit Saga Meets Trade Roadblocks
Fixed Income

Brexit Saga Meets Trade Roadblocks

The United Kingdom officially left the European Union in January of this year, but issues remain in the Brexit saga, namely trade relations. David Zahn, our Head of European Fixed Income, weighs in on the odds no deal will be reached by year-end—and the market implications.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

This week is poised to be a dramatic one for the EU and the United Kingdom, with a five-day stretch of face-to-face discussions in London, referred to as a “moment of reckoning”.

EU’s €750 Billion Rescue Plan a Strong Affirmation of European Integration
Fixed Income

EU’s €750 Billion Rescue Plan a Strong Affirmation of European Integration

After much debate, the ink is now dry on Europe’s €750 billion coronavirus fiscal rescue package, initially proposed in May. David Zahn, our Head of European Fixed Income, says it marks a strong affirmation of European integration and support for beleaguered countries—good news for investors.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Although many market participants are taking summer holidays, there is still a lot of noise expected this week as corporate earnings in United States and Europe continue to be a focus. News on the EU COVID-19 bailout will be a key driver for the region as well.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

European markets were broadly higher last week, with rotation out of momentum and into value the key theme. We are seeing more signs that macro data has bottomed, raising hopes for the start of a recovery as COVID-19 lockdowns continue to ease.