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Latest
Buy Hold Sell
Livewire Live
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Buy Hold Sell
Fund in Focus
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Livewire Live
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Reporting Season
Signal or Noise
Success and More Interesting Stuff
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europe
Latest news and analysis on europe
Macro
June 25, 2024 07:21
High French public debt & political risks
A snap election seems likely to lead to a marked deterioration in an already difficult fiscal outlook for France.
Kieran Davies
Coolabah Capital
June 25, 2024 07:21
Macro
November 15, 2023 09:28
The widening US budget works against the Fed
Budget positions across the US, euro area and Australia are widely dispersed despite unemployment still near its lowest level in decades.
Kieran Davies
Coolabah Capital
November 15, 2023 09:28
Macro
July 10, 2023 09:00
Europe’s labour snap-back, gold and the US manufacturing boom
This week’s charts begin with a dashboard breaking down the much tighter labour markets of the OECD
Macrobond Financial
July 10, 2023 09:00
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Equities
February 07, 2023 09:16
Europe has surprised everyone
Bearish forecasts for the European economy - and equity market - haven't come to pass
Anthony Doyle
Firetrail Investments
February 07, 2023 09:16
Rapid Fire
January 13, 2023 07:00
This could be the investment theme of the decade
Flexible, diverse, predictable, and exposed to major global trends? 4D Infrastructure’s Sarah Shaw says this investment has it all.
Sara Allen
Livewire Markets
January 13, 2023 07:00
Equities
November 17, 2022 18:40
Opportunities in Europe are prolific
After a number of years of zoom meetings rather than face to face meetings with our portfolio of companies, I finally managed to leave Australia and visit our...
Garry Laurence
Profeta Investments
November 17, 2022 18:40
Fixed Income
October 24, 2022 15:57
The Gilt trip
For all the talk of recession and bond moves of late, you’d think we are in a backdrop of what is complete capitulation. Yet on our recent London/ Europe trip we...
Anthony Choi
Realm Investment House
October 24, 2022 15:57
Education
September 12, 2022 06:30
Infrastructure: The countries and sectors best-placed in troubled times
In June, I went on a trip to Europe with Tasneef Rahman, Senior Investment Analyst at 4D, to meet with management teams from regulated utilities, renewables,...
Sarah Shaw
4D Infrastructure
September 12, 2022 06:30
Equities
September 01, 2022 10:41
How the current crisis could both frustrate and accelerate Europe’s green energy
goals
Europe is facing an unprecedented energy crisis and by virtue of being one of Europe’s biggest energy providers, RWE is right in the middle. Winter is coming While...
Alison Savas
Antipodes
September 01, 2022 10:41
Equities
May 17, 2022 07:30
Don't predict, prepare
NOAA, The US National Oceanic and Atmospheric Administration forecasts weather, and as such it has spent many years trying to help communities prepare for storms –...
Chad Padowitz
Talaria Asset Management
May 17, 2022 07:30
Equities
November 05, 2021 07:00
How Flutter is replicating Sportsbet’s Australian success with FanDuel in the US
Many investors know the unprecedented opportunity that has emerged in US online sports betting. The sector is expected to grow from US$1 billion in 2019 to US$30-50...
Chris Demasi
Montaka Global Investments
November 05, 2021 07:00
Funds
August 18, 2021 09:20
Poised to deliver. Two emerging themes investors can’t ignore
Plus, the short-term impact of stylistic factors in an already attractive sector. Over the last few years, larger, "growthier", US-based businesses have outperformed...
Pengana Capital Group
Pengana Capital Group
August 18, 2021 09:20
Equities
October 02, 2019 09:29
Exciting times if you back yourself
I just came back from a Europe research trip and the general business environment looks OK – there is light at the end of the tunnel. But the ECB continues to drive...
Paul Moore
PM Capital
October 02, 2019 09:29
Equities
June 20, 2019 10:19
Europe and the bears - an unlikely couple
Portfolio Manager John Whelan says investors may be overly bearish on European stocks. In this snapshot video, John reflects on the findings of his recent research...
PM Capital
PM Capital
June 20, 2019 10:19
Macro
June 18, 2019 15:41
Europe: Okay for now, Italian exit should not be dismissed
Europe is growing at trend again, after last year’s disappointing weakness. This was, though, largely due to a series of one-off factors which are estimated to have...
Brigette Leckie
Koda Capital
June 18, 2019 15:41
September 10, 2018 08:50
The next Lehman moment
abrdn .
abrdn
September 10, 2018 08:50
June 06, 2018 15:41
Spelacchio
Things are again getting messy in Europe with renewed concerns over what will become the 66th Italian government in the 73 years following World War II. We at...
Steve Goldman
Kapstream
June 06, 2018 15:41
November 09, 2017 14:09
How politics are impacting markets
The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’...
David Sokulsky
Crestone Wealth Management
November 09, 2017 14:09
July 12, 2017 15:54
7 takeaways from our US road
trip
Ned Bell
Bell Asset Management
July 12, 2017 15:54
June 16, 2017 09:13
Technicals – cracks emerge in Europe - CAC40 index sell signal generated
The key European indices previously generated technical buy signals in a cluster in mid-July 2016, which identified the technical turning point in the region, and...
Angela Mangan
QMG Pty Ltd
June 16, 2017 09:13
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