Beyond Bulls & Bears

Europe: Back to Business

Europe: Back to Business

The main, very positive consequence of the Greek rescue agreement—even if nobody in Greece or in the eurozone at large seems to like it—is that Greece appears to be staying in the eurozone and the construct has been safeguarded.

Brexit Signs: Envisioning an EU Without the UK

Brexit Signs: Envisioning an EU Without the UK

In my view, the big risk for the United Kingdom of exiting the EU would be marginalisation, not just economically, not just financially but also politically … I would even go so far as to suggest that the status of the United Kingdom as a large world financial centre could be at risk if it were to leave the EU.

Meet the Manager: Philippe Brugere-Trelat

Meet the Manager: Philippe Brugere-Trelat

The wonderful thing about the mutual fund business—the investing business—is that it’s never the same. You learn something new every day.

Investment Outlook 2015: Five Reasons Why the Eurozone May Surprise Naysayers

Investment Outlook 2015: Five Reasons Why the Eurozone May Surprise Naysayers

A consensus is growing among market watchers that the euro will likely weaken further versus the US dollar in 2015. I usually don't like to agree with the consensus, but this time, I have to admit that the momentum for the euro appears to be downward.

October’s Market Ups and Downs Put Into Perspective

October’s Market Ups and Downs Put Into Perspective

In the United States, I think a big part of this recent equity market selloff, particularly the violent nature of it in October, is an indicator that perhaps the scars from the 2007–09 financial crisis still are fairly deep.

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?

While the situation in Ukraine currently looks troubling, I do not believe Russia can afford a prolonged crisis. The Russian economy could already be in recession or heading toward one, and the lost production, supply shortages and higher consumer prices that Russians are facing could erode President Putin’s support over time.

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.

Taking Emotion out of Taking Risk

Taking Emotion out of Taking Risk