Why Does Louis Vuitton Like a Weaker Euro?

by / Currency Hedged Equity, Equity, Europe on February 26, 2015

In an article published January 31, 2013, Bernard Arnault, the chief executive of LVMH, was quoted as saying, “The cloud on the horizon … is the evolution of currencies, [and a strong euro] would have an impact on French exporters and for our group …”

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/ Currency Hedged Equity, Equity, Europe on February 25, 2015

How to Invest in European Equities in 2015

Europe has been one of the most exciting equity markets in 2015. With the S&P 500 Index up 2.30% through February 17, 2015, euro-area stocks in local currency are up 10.32%. It’s important to note that these same stocks in U.S. dollar terms are only up 3.92%, due to the significant depreciation of the euro that we’ve witnessed.

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/ Currency Hedged Equity, Germany Hedged Equity on February 24, 2015

Germany Is Having a Moment

One of the most exciting developments thus far in 2015 has been Mario Draghi’s announcement of an open-ended quantitative easing program at the European Central Bank (ECB) to stimulate economic growth and stem deflationary risk to the eurozone.

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/ Equity, Japan on February 23, 2015

Japan Quarterly Earnings: Weaker Yen Helps Exporters

Japanese stocks have continued to perform well as a result of “Abenomics” policies, which are all aimed at one thing: promoting economic growth in Japan.

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/ Equity, U.S. Dollar on February 19, 2015

How Does the Strong Dollar Affect Exporters?

While U.S. exporters are taking a hit from the strong dollar, international exporters (in the eurozone and Japan in particular) are on the other side of this trade—and benefiting.

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