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Portfolio Discussions

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

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    Guide to the Markets
     
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Investing in Europe

Though Europe’s economy has started the year with some momentum, 2015 may still be a volatile year. 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: Economics and Credit
Europe: Sovereign Yields and Fiscal Austerity
International Equity Earnings and Valuations

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