European Equity Strategy 2017 year ahead – Refining the reflation rotation 01 December 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to tu...
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…regime. • An expanding cadre of politicians in democracies are eager to emulate or cooperate with authoritarian rulers. European parties of the nationalistic right and anticapitalist left have expressed admiration for Putin and aligned their policy goals with his. Others have pra...
…uTube @Scouriebeast @COLRICHARDKEMP @JodieActy I am suggesting the EU stops and it will. Then we can work with our free European partners. #Brexit 23 Jun 2016, 01:13 - CEST 23 Jun 2016, 01:13 - CEST 23 Jun 2016, 01:13 - CEST Paris / Vendà ©e 0 positive 4 negative 0 negative Solo-...
…e hunt for yield If yields only rise modestly next year then the hunt for yield will live on. We keep a yield basket in European equities, AT1s and spread in Euro/US credit. We go outright long European Healthcare by lifting our Food & Beverage short, which has dropped sharply. O...
…s C:\Program Files\UBS\Pres\Templates\PresPrintOnScreen.pot � � � � High quality dividend yields (sourced from existing European and UK equities) High quality companies with geographically diversified business models that pay sustainable dividends offer an attractive income strea...
Global Utility White Paper CONFIDENTIAL e European Utilities We believe European utilities have the potential not only for the strongest outperformance but also for the greatest alpha generation. Since the financial crisis, European utility earnings have declined approximately...
…, for the relation of the authority of values to the authority of effective forces): this historical sense, to which we Europeans lay claim as our specialty, has come to us in the wake of the mad and fascinating semi-barbarism into which Europe has been plunged through the democr...
…uly 25, 2011 (the attached PDF document is much easier to read) Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end White Castle. Twe...
…ine prosecutors. 16 [*848] This kind of redundancy through administrative review now exists in English, Irish, and many European criminal justice systems. 17 More ambitiously from a U.S. perspective - because it is rare here - judicial power to review prosecutorial charging decis...
… college cost containment. "Taxpayers can't keep on subsidizing" spiraling tuition, he said, candidly and correctly. As European trading partners had hoped, the president endorsed negotiations for a transatlantic free-trade zone, which would help America's export industries and t...
…=email&web_url=&utm_medium=week.in.review.2.20190706.421.1&v=6fc03386506199bb&position=4&part=wir&china_variant=False> European leaders back German Defense Minister Ursula von der Leyen to be first female European Commission president <https://flemail.flipboard.com/redirect/ws?l...
Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end The third concern: Germany as paymaste...
…otal Return Bond-PLN y $1,001 - $15,000 28 AQR MANAGED FUTURES STR-R6 y None (or less than $1,001) 29 CHILTON STRATEGIC EUROPEAN EQUITIES FD y None (or less than $1,001) 30 FMI LARGE CAP FUND-INST y None (or less than $1,001) 31 AMERICAN BEACON GLG Total Return - Ultra y None (or...
…geting tools. We also think Priceline can beat 1Q given strong booking trends into the quarter and a modest recovery in European travel. We are below the Street on 2017 EPS for AMZN, TRIP, and YHOO. Expedia is a top eComm/travel idea for 2Q/3Q on potential for accelerating room n...
COWEN COLLABORATIVE INSIGHTS 80 February 25, 2019 European Landscape European Parliament Resolution In February 2019, the European Parliament passed a significant resolution to create harmonized policies and standardized practices for medical cannabis products in the EV. The...