Europe
This week our three screeners identify stocks that are likely to keep delivering deliver earnings surprises in the US, European small caps that are high quality and mean reverting, and Japanese large caps picks across GICS 1 sectors.
Euro Strength And Subdued Inflation Justify Further ECB Cuts…
The European economy is losing altitude; and the second half of 2025 could get bumpier.
Join Mathieu Savary and Jérémie Peloso for our European Investment Strategy Webcast as we break down the key drivers shaping the outlook for European markets. From macro risk to market positioning, we cut through the noise.
PMIs Confirm Cautious Growth Backdrop, Reinforcing Long Duration Stance…
This week our three screeners explore: Equity trades across the Euro Zone focusing on Technicals and Sentiment; US Oil, Gas and Fuel stocks; and European Small Caps.
NOK NOK, Who's There? Rate Cuts…
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Tactical SEK Bearishness Backed By Dovish Riksbank…
UK Disinflation Trend And Labor Softening Boosts Bullish Gilts Case…