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Investing Topics: EU Economy

Buying Europe, Not the Euro

By Elliott H. Gue on Mar. 26, 2015
The EU economy is in the early stages of a recovery and Western Europe’s top equity markets trade at reasonable multiples, suggesting there’s more upside to come. With US economic growth showing signs of slowing and market leadership narrowing, we look to diversify internationally without taking on currency risk.

Europe: Selectivity is Key after Recent Rally

By Yiannis G. Mostrous on Apr. 17, 2014

After last year’s rally, European equities trade at elevated valuations; a strengthening EU economy and meaningful earnings growth will be the key to further appreciation. We take profits on a number of names we highlighted last fall and highlight our top three European stocks for the coming year.