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.

Greece’s Precarious Position

Greece’s Precarious Position

Given how fluid this situation is currently, attempting to assign probabilities to a Greek exit scenario remains a moving target on a daily basis.

Eurozone Contagion Fears Flare as Greek Crisis Enters Crucial Phase

Eurozone Contagion Fears Flare as Greek Crisis Enters Crucial Phase

We should not forget the long-term focus of our investments. The overall fundamentals in Europe haven’t changed, and remain positive in our eyes.

Greek Drama Extends Its Run

Greek Drama Extends Its Run

Greece’s departure from the eurozone would probably be more of an emotional than an economic tragedy for the region, in my view. Greece is very much a Greek problem, and its exit from the eurozone would indeed be very detrimental to Greece’s economy.

Weighing the Odds of Compromise in Greece, and the “Grexit”

Weighing the Odds of Compromise in Greece, and the “Grexit”

We would be surprised if Greece’s creditors offered any fresh money until the new government makes clear its intentions vis-à-vis the country’s existing debt obligations.

Searching for European Solutions, and Dividends

Searching for European Solutions, and Dividends