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

Europe Equities ETF GSEU's Hot Streak in 3 Stocks

It's been a strong year for non-U.S. equities, with Europe equities being one notably strong area for performance. A Europe equities ETF could provide a potentially more reliable and focused alternative to a broader international equities ETF.

ETF Trends • Sep 11, 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

International ETFs Hover Around One-Year High: 5 ETF Winners

U.S. ETFs have been beaten down massively this year while Europe ETFs have been hovering around a one-year high.

Zacks Investment Research • Apr 30, 2025

Bull vs Bear: Do Europe ETFs Need a Spot in Portfolios?

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

ETF Trends • Mar 19, 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

Rates Spark: ECB Presser Bear-Flattened The Curve

The ECB cut rates by 25bp as widely anticipated, but a slightly hawkish tilt bear flattened the EUR curve, which in our view remains priced aggressively. In the US, as the markets head towards the Fed's first rate cut, the probability of a larger cut rose slightly on Thursday.

Seeking Alpha • Sep 13, 2024