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.
Europe
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.
Navigational Aids for European Venture
Investors must be highly selective when considering commitments to European venture capital funds.
The Perils of Market Timing
What happens if a market timer misses the most important days or months?
Germany Joins the Inflation-Indexed Party
Inflation-indexed bonds, a curiosity a decade ago, are now a full-fledged global asset class.