Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

It had seemed like COVID-19 trends in Europe were showing signs of progress, but last week brought further concerns about infection rates in the United States and Asia.

The Eurozone Plots Its Long Road to Recovery

The Eurozone Plots Its Long Road to Recovery

So far, the prescriptive actions taken by the European Central Bank (ECB) have been helpful, in my view, even if their execution was a bit underwhelming.

Standing By Convictions in European Equities

Standing By Convictions in European Equities

I believe the European Central Bank (ECB) in June gave compelling new reasons for investors to take an active interest in Europe.

The European Two-Step

The European Two-Step

To Buy When Others are Despondently Selling…

To Buy When Others are Despondently Selling…

Diversification at the Core

Diversification at the Core