Beyond Bulls & Bears

ECB jumps on the bandwagon to start hiking rates
Fixed Income

ECB jumps on the bandwagon to start hiking rates

The European Central Bank held its June meeting this past week, and while it didn’t raise interest rates this time, it signaled rate hikes would begin in July. David Zahn, our Head of European Fixed Income, offers his take on the meeting, noting the central bank has turned more hawkish than many expected.

2015 Investment Outlook: Europe—The Saga Continues

2015 Investment Outlook: Europe—The Saga Continues

It is important to emphasize that, despite the current headwinds, we do not foresee a full-blown recession for the eurozone in 2015.

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.

Dispelling European Fears: Focus on Fundamentals

Dispelling European Fears: Focus on Fundamentals