The All-Share Grows More Concentrated
The Royal Dutch/Shell merger will make the already top-heavy FTSE indices even more concentrated.
Europe
Are Linkers Rich?
Linkers look expensive at current yields.
U.K. Property: Stretched Valuations and Spotty Fundamentals
Upside from current U.K. property levels is likely to be limited.
Relatively Optimistic on U.K. Equities
While U.K. equities look a sight better than U.S. equities, they appear somewhat stretched on an absolute basis.
Continental Small Caps Look Stretched
Europe ex U.K. small caps offer more risk than reward.
Europe-Based Hedge Funds-Does it Pay to Play?
A significant allocation is not a “must have” for hedge fund portfolios. Exercise a high degree of selectivity.
European Markets are Moderately Attractive
Do lowered earnings growth projections adequately account for increasing headwinds?
U.K. Dividends on the Upswing
Not only have dividends risen recently, but they appear to have room for further growth.
The Maturation of European Style
Value continues to best growth as style distinctions evolve.
European Bonds: Choose Your Benchmark Wisely
The benchmark choice may be more important than valuations.