Is consensus getting too optimistic about the potential of earnings upside in Europe ? That’s what Deutsche Bank’s strategist believe. In a note dated April 28, they currently expect Lire la suite
A very good read to recap 2016, the « RIC » report from Bank of America Merrill Lynch. The returns in the above tables are in dollar terms if I’m not mistaken.
Better macro, improvind and sentiment improving, there are many positives for European equities, according to Goldman Sachs’s strategy team. Lire la suite
« The uncertainties that made us cut our risk OWs to small have not gone away and merit hedging. The biggest one comes from an early end to the cycle caused by the lack of productivity growth. Inflation will be the warning sign and should be hedged. »
Another good read from Jan Loeys and team at JPMorgan… Lire la suite
On the back of slightly better global growth in 2015 and most importantly accommodative monetary policies, risk assets should prevail next year, says Barclays in its freshly published outlook. Attached is the summary per asset class, and some key introductory remarks to this 168 page document distributed to investors and clients. Enjoy!