This content is from: Video What the ECB Rate Hike Means for European Markets The European Central Bank strengthened its hawkish stance by raising its deposit rate to 3.25 percent, says Mathieu Savary of BCA Research. May 17, 2023
This content is from: Video Why Younger Consumers Are Boosting European Consumer Discretionary Stocks This trend is positive for long-term investors, says Mathieu Savary of BCA Research, but more complicated for those with shorter time horizons. May 23, 2023
This content is from: Video Europe Has Little Reason to Follow U.S. Lead on China — For Now With less at risk, Europe may deviate from America’s stance until China commits an “outright belligerent act,” says Matt Gertken of BCA Research. By Staff April 18, 2023
This content is from: Video How Vulnerable Are European Banks? Europe isn’t likely to see bank runs, but the recent crisis will affect ECB policy, according to BCA Research’s Mathieu Savary. By Staff April 05, 2023
This content is from: Video How to Play European Stocks With earnings outlooks deteriorating, Mathieu Savary of BCA Research is going long on healthcare and energy and short on industrials and utilities. By Staff April 26, 2023
This content is from: Portfolio GMO: It’s Time to Look Beyond U.S. Stocks “Emerging markets, Europe, and Japan all offer much better expected returns than the U.S.,” according to James Montier. By Hannah Zhang May 16, 2023
