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Home Insights Guide to the Markets Portfolio Discussions

Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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    Guide to the Markets
     
    Guide to the Markets - Monthly Update
     
    "On the Bench Appendix"
     
 
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Investing in Europe

Though Europe's economy has shown some recent weakness, we expect that these challenges will subside. Despite headwinds, Europe’s return to growth may improve earnings in the years to come, presenting opportunities for long-term investors.

Economic Expansions and Recessions
Moving from recession to recovery
 
  • The driver of Europe’s economic recovery has changed from the German-led revival of 2013 to a broader return to growth.
  • Fiscal drag in the eurozone is receding and sovereign funding costs have markedly decreased. Growth stands to benefit from both of these developments.
Discussion Slides
Europe: Unemployment, Inflation and Credit Markets
Europe: Cyclical Headwinds and Tailwinds
International Equity Earnings and Valuations

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