Investors combing Europe for opportunities should focus on high-quality names. Adventurous readers may want to consider Spanish equities; the market trades at a discount to its European peers and could offer significant upside potential if sentiment toward Latin America continues to improve.
Leaving the EU won’t do Britain’s already-weak economy any favors, while the move could also jeopardize the UK’s own union. We examine the political and economic climate in Europe and its implications for investors.
European equities stand to benefit from a number of tailwinds in 2016. We highlight two stocks that should outperform and two exchange-traded funds that offer exposure to this upside while hedging out adverse currency effects.
Greece’s economic and political travails have garnered an outsized amount of media coverage for a country whose gross domestic product (GDP) accounts for about 1.4 percent of the US$18 trillion EU economy.
We’re in a bull market for armchair analysis of Greece’s fiscal and economic woes and the government’s efforts to negotiate with its fellow EU members. Here is the situation on the ground.
Over the past month, Greece’s potential exit from the eurozone and the precipitous drop in the Shanghai Stock Exchange Composite Index have dominated the headlines. But neither event has affected our market outlook or the picks in our Wealth Builders Portfolio. We run down all the economic news that’s fit for profit.
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.
European equities will continue to reward patient investors, but screaming bargains are harder to come by after the recent rally. We highlight four stocks that are good bets for a globetrotting portfolio.
DISCLAIMER: Capitalist Times, LLC is a publisher of financial news and opinions and NOT a securities broker/dealer or an investment advisor. You are responsible for your own investment decisions. All information contained in our newsletters or on our website(s) should be independently verified with the companies mentioned, and readers should always conduct their own research and due diligence and consider obtaining professional advice before making any investment decision. As a condition to accessing Capitalist Times materials and websites, you agree to our Terms and Conditions of Use, available here including without limitation all disclaimers of warranties and limitations on liability contained therein. Owners, employees and writers may hold positions in the securities that are discussed in our newsletters or on our website.