We believe there is a unique opportunity today to ride the economic recovery in Europe that has yet to find its footing. Brian Manby explains why investors seeking to access European economic recovery should consider our Europe SmallCap Dividend Fund (DFE).
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.