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Europe’s Banks – Great Expectations or Groundhog Day?
Consensus expectations for earnings in the Eurozone are reaching new highs, with Earnings Per Share (“EPS”) growth expected to be 15% in 2015. To be fair, we have heard bullish forecasts like this for...
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Extracting Opportunities in European Equities – Focus on Italy
In the first of a series of blog posts looking at investment and opportunities in European Equities, we focus on Italy, and assess whether the strong year to date equity performance can be sustained...
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Extracting Opportunities in European Equities – Focus on France
French Equities – Core Country but Not Core Holding? Given the increased interest in European Equities at this point – this is the second in a series of blogs focusing on different countries in the...
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European Equities – Where Next?
View from the European Equities desk 2015 was to be the year of European Equities. After five years of trailing the U.S. market, all eyes turned to Europe, as the power of Quantitative Easing (QE) and...
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Can European Earnings Accelerate in 2016?
A View from the European Equities Desk Earnings in Europe experienced a wobble in Q3, as global growth concerns and falling commodity prices saw earnings growth slow after more positive trends over...
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European Equities: It’s All About Selection
Diego Franzin, Head of Equity – Europe Outlook 2016 Read More
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European Equities: Room to Deliver
Quarterly Outlook 2016 Diego Franzin Head Of Equity – Europe
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Will European Equities See A Surprise Summer Rally?
Since the turmoil in the Summer of 2011, European equities have confirmed the old idea of “sell in May” with higher volatility and periods of complete capitulation commonplace during the summer months....
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European Equities: Life After Brexit
One month on and European Equity investors could be forgiven for thinking the UK Referendum never happened; the market has displayed an impressive amount of equanimity regaining nearly all lost...
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European Equities Outlook for 2017
2016 has been a challenging year for European Equity investors. I provided the following comments at a recent investment conference. Video: 2017 Outlook for European Equities Click here for our...
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Did Someone Say Earnings Growth?
Q4 earnings season in Europe has given investors something to cheer about. 75% of companies have reported to date, and the Q4 Earnings Per Share (EPS) are up 12.1% Y/Y. This is the strongest number...
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