While sentiment remains weak across Europe, favorable valuations, positive earnings momentum coupled with a slowly improving macro backdrop could provide a timely opportunity to invest in European small caps.
On last week’s “Behind the Markets” podcast, Jeremy Schwartz spoke with Greg Valliere, chief U.S. policy strategist at AGF Investments, and Caesar Maasry, emerging market cross-asset strategist at Goldman Sachs. The conversation focused on current economic trends emerging markets (China in particular) and U.S. politics.
On last week’s “Behind the Markets” podcast Jeremy Schwartz spoke with Marc Chandler, Chief Market Strategist at Bannockburn Global Forex, and John Davi, CEO and founder of Astoria Portfolio Advisors. The discussions focused on the global economic outlook and investing implications.
There is a popular belief that the failure of European markets to keep pace with the U.S. over the past decade is caused by overweight positions to banks, which have struggled in the post-crisis environment, and the absence of firms comparable to the U.S. tech giants. Jeremy Schwartz examines this narrative and offers different strategies to include European equities in your portfolio.