As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
Last week on Behind the Markets, Jeremy Schwartz spoke with Karthik Sankaran, former emerging markets hedge fund currency trader and Eurasia group strategist, about his bullish outlook on European markets.
U.S. equities have been outperforming European equities for more than a decade, but the periods when the performance reversed had something in common: The euro was strong. Jeff Weniger explains how to position your portfolio if the euro’s five-month rally turns into something like a five-year rally.
It has been a while since European stocks were met with optimism. With recent developments in European fiscal policy, momentum is starting to build. Joe Tenaglia makes the case that European equities could offer a great buying opportunity for investors.
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.
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.
