How Europe Can Reduce Reliance On Imported Gas And What It Means For Business Leaders

As Europe confronts a new energy crisis, we explore key measures to strengthen energy security beyond simply lowering energy bills, and the potential implications for business leaders. Europe now relies on a wider range of suppliers, but paradoxically, the new geopolitical situation still leaves Europe vulnerable.

Seeking Alpha • Apr 9, 2026

Rates: Why Investors May Turn To EGBs Amid Equity Jitters

AI-related equity jitters are unlikely to be resolved overnight and eurozone government bonds could actually come out as a winner. Relative to euro rates, US equity volatility is reaching highs similar to previous crisis periods. A global rebalancing of portfolios could see significant demand for euro rates, mitigating the upward rate pressure.

Seeking Alpha • Feb 25, 2026

Europe's Economic Comeback: What It Will Take For A Broad Resurgence

Europe's macro outlook is shifting. After years of fiscal restraint and fragmented policy, the region is entering a new chapter - one centered on pro-growth fiscal policy, energy security, and capital-market reform.

Seeking Alpha • Nov 25, 2025

Income Investors: Don't Stretch For Equity Yield

For investors looking for income through a multi-asset class approach, it might seem sensible to max out the dividend yield within the equity allocation. Yield-focused equity strategies may introduce regional and sector concentrations that can influence returns. Given the relatively attractive yields available in other asset classes, we think it makes more sense to design 'core-like' equity exposure within multi-asset income solutions.

Seeking Alpha • Aug 28, 2025

French Political Storm: What It Means For Bonds And The Euro

French bond yields have risen significantly against German bunds and are likely to stay elevated or potentially move higher. The European Central Bank still appears to be a reliable backstop against excessive bond turmoil.

Seeking Alpha • Aug 27, 2025

Europe Investing Gains Wall Street Favor: Time to Jump Into ETFs?

Europe ETFs have been outperforming the S&P 500 due to cheaper valuations, upbeat economic growth, a more sustainable earnings pattern, less tech exposure, and cooling inflation.

Zacks Investment Research • May 22, 2025

Disruptive Theme of the Week: Europe Defying Low Expectations

While U.S. investors may be disappointed with this year's choppy first-quarter performance, European investors celebrate double-digit broad index returns. The Euro Stoxx 50 Index is Europe's blue-chip index covering 50 stocks from 11 Eurozone countries.

ETF Trends • Mar 31, 2025

European Stock Markets Surge As U.S. Stock Market Sags

Plans to increase defense and infrastructure spending offer compelling economic benefits for Germany's lagging manufacturing sector. The US seems to be dramatically reducing spending through its Department of Government Efficiency (DOGE) effort.

Seeking Alpha • Mar 12, 2025

After Brexit Came Regrexit - What's Next?

Absolute Return Partners is a London-based investment advisory business. Founded by Niels Jensen in 2002, it focuses on providing bespoke alternative investment solutions to institutional investors.

Seeking Alpha • Feb 4, 2025

Eurozone Sentiment Points To Further Inflation Easing In The Short Run

Inflation prints for Spain and France have come in very soft this morning, likely resulting in a first sub-2% eurozone inflation print for September. The Economic Sentiment Indicator dropped from 96.5 to 96.2 in September.

Seeking Alpha • Sep 27, 2024