From Susan Mathew: (Reuters) – European shares were on course for a fifth day of gains on Tuesday, powered by a strong rally in automakers after Peugeot suggested Fiat Chrysler was among the options for a merger, and as Bank of America Merrill Lynch talked up stocks in the sector.
From Emily Horton: European stocks ended higher Friday, notching a fourth straight weekly gain despite fresh investor worries over the U.S.-China trade dispute.
From Spriha Srivastava: European stocks closed higher on the final day of 2018 but marked the year as its worst in a decade.
From Ryan Browne:
From ETF Channel: Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard FTSE Europe ETF (VGK) .
From Invesco: The European Central Bank (ECB) communicated its plan this week to wind down its asset purchase program (quantitative easing, or QE) by the end of this year.
From Franklin Templeton Investments: The future of the European Central Bank’s three-year-old quantitative easing program lies in the balance. Will the bank’s governing council use its scheduled June meeting to extend the program or confirm that asset purchases will end in September?
From Invesco: We have devoted much time in this weekly blog to geopolitical risks. However, I have tried to stress that geopolitical risk, while disruptive, tends not to impact fundamentals — although it can certainly create a lot of turmoil in capital markets in the shorter term.
With volatility returning to domestic equities, it might be time for investors to consider increasing their exposure to foreign markets, specifically emerging Europe.
From Zacks: Italy went to polls on Mar 4 to choose its next leader. After a long day’s voting, exit polls predict a hung parliament, pushing Italy into weeks of political uncertainty, as parties open negotiations to form a majority.
From Franklin Templeton Investments: The upcoming Italian election is not attracting the same sort of attention among investors as votes last year in France and Germany. For that very reason, David Zahn, Franklin Templeton’s head of European Fixed Income, believes an unexpected result might provoke an outsized market reaction.
From Franklin Templeton Investments: For fixed income investors eyeing opportunities in Europe, 2018 should be the year economic fundamentals reassert their worth, according to David Zahn, Franklin Templeton’s head of European Fixed Income.
From Invesco: This time last year, the Invesco International and Global Growth team was optimistic about the better relative earnings potential that we saw building in Europe.
From Chris Kimble: How Europe and France’s stock markets perform can have a huge influence on stocks in the states.
From Invesco: Viewed through our Earnings, Quality and Valuation (EQV) lens, the Invesco International and Global Growth team remains optimistic on European equities given the region’s strong fundamentals.