Budget Fight Looms With Paris Market Looking Frail: Taking Stock
As the political stakes rise in France, the country’s equities are looking vulnerable. They are under-performing, under-owned and worst of all perhaps, Europe’s most unloved.
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As the political stakes rise in France, the country’s equities are looking vulnerable. They are under-performing, under-owned and worst of all perhaps, Europe’s most unloved.
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European equities face a high bar for a year-end rally as investor confidence hinges on one key factor: a robust outlook for corporate earnings.
Ursula Marchioni, Vanguard's Europe head of multi-asset and adviser solutions, discusses the bond market and how we are witnessing "redesign of fixed income benchmarks in portfolios." She also discusses the differences between US and European investors, saying that in the US there is "huge diversification and huge rotation" out of equities and into fixed income, but in Europe it is still an "untapped opportunity." Marchioni speaks on Bloomberg Television. (Source: Bloomberg)
Sharon Bell, equity strategist at Goldman Sachs, discusses the selloff in bonds and why she's positive on European equities. "15% earnings growth is pretty impressive," Bell tells Bloomberg Television. "European companies are global in their reach. They have a lot of exposure to lots of things you want at the moment," she adds. (Source: Bloomberg)
Marta Norton, Chief Investment Strategist at Empower, discusses the outlook for equities and retirement investing amid a bond selloff and rate hiking cycle. (Source: Bloomberg)
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Citadel Securities’ Scott Rubner is growing “increasingly constructive on what comes next” as US equities head into the final quarter of the year.
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Katherine Bordlemay, co-head of client portfolio management at Goldman Sachs Asset Management, expects to see a ``ping-pong of volatility'' continue in US stocks even as major indexes grind higher. She says stronger earnings have cushioned equities from rising US Treasury yields. She speaks with Dani Burger and Isabelle Lee on Bloomberg's ``Open Interest.'' (Source: Bloomberg)