Greece

France finds itself in a unique, thorny situation. Can it heave itself out of it? And what does it mean for investors? 

Germany’s economy has lagged that of the rest of Europe for nearly 10 years. So have German stocks. Investors are extrapolating these trends to bet on the country’s deindustrialization. Could Germany manage to beat dismal expectations?

Absolute return investors should be tactically cautious on Greek assets. Dedicated EM equity portfolios, however, should overweight Greek stocks.

Greece has staged a surprising economic recovery in recent years. Greek risk assets are the best performers in Europe. Can it last?

European assets are selling off as investors panic about the upcoming French election. Is this panic justified, and if so, for how long?

Introducing our Special Series to assess where Portugal, Italy, Greece, and Spain stand today. Stay tuned for more.