All Quiet on the Eastern Front?
Is a booming emerging Europe veering toward an “Asia-Style” crisis?
Europe
A Cautionary Tale on U.K. Property
Lessons learned from the early 1990s liquidity-driven property market crash.
Encore! Or Exit?
While investors have high hopes for European equities in 2007, the headwinds facing the market may result in a disappointing performance.
Bullish on European Property
Recent strong returns may be just the beginning for this underappreciated sector.
European Credit: An Accident Waiting to Happen?
European credit trades as if defaults are an historical relic to be found only in museums and musty, dust-filled libraries.
European Equity Leadership Still Concentrated
While returns have been strong across European markets, the financials sector remains in the driver’s seat.
New Bull or Same Old Secular Bear?
Although U.K. equities are approaching their year 2000 highs, history implies the secular bear market is not yet over.
Should Equity Investors Fret Over the Strong Euro?
Continued strength in the euro would likely put increasing pressure on European corporate profits, and by extension European equity markets.
Investing Abroad While Staying at Home: The Case of the U.K.
U.K. investors seeking equity exposure to global opportunities will likely need to invest more broadly than just in the FTSE All-Share Index.
U.K. Equity Valuations: A Cross-Sectional Peek
U.K. equities appear pricey once you look below the index level valuations.