Global macro

A strategy that bases portfolio decisions upon the economic and political status and outlook for world economies.

The case for European stocks right now

U.S. investors have treated European equities as if they were radioactive in recent years. Americans have been net sellers in European stocks from 2008 until the start of this year, with the exception of a brief period in 2010, according to data compiled by Goldman Sachs. It’s not hard to […]