Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Government lockdowns across some key markets have eased slightly in the last week, but concerns over the potential of a second wave of COVID-19 infections still persist. Meanwhile, ongoing US/China trade tensions look to remain a market driver.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Global equities generally ground higher last week as optimism grew that we may be through the worst of the coronavirus pandemic. Across Europe, there has been a very gradual loosening of lockdown measures as governments try to get economies moving.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Markets were buoyed overall throughout last week, but the balancing act of reopening economic activity too early and stemming the catastrophic economic impact of COVID-19 is clearly one of the most controversial and difficult decisions facing global leaders.

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