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Has Europe Finally Broken Its Vicious Cycle?
by Tim Stevenson of Henderson Global Investors, 4/19/17

Tim Stevenson, Director of European Equities at Henderson Global Investors, says Europe finally seems to have broken free of the economic uncertainty that has plagued it for a decade and discusses the impact of irrational news on investor sentiment, and whether or not the market rotation we saw in the second half of 2016 is now fully ‘priced in’.

A few words on Europe
by Tim Stevenson of Henderson Global Investors, 1/22/15
Tim Stevenson, Director of Pan European Equities, comments on the recent revaluation of the Swiss Franc, political uncertainty and the ECB’s actions in terms of monetary easing. He also notes the recent outperformance of European markets and provides his near term expectations.

European Markets Positioning
by Tim Stevenson of Henderson Global Investors, 12/24/13
Tim Stevenson, Director of Pan European Equities, reviews recent European market activity and notes positive economic news including a more settled German economy and the expectation of more sanguine political ?noise? heading into 2014. He believes now is a good time to start rebuilding European weightings and is optimistic about the outlook for 2014.

European markets and political news
by Tim Stevenson of Henderson Global Investors, 10/8/13
Tim Stevenson, Director of Pan European Equities, provides an update on European markets and the optimistic tone of conversations with European companies in recent weeks. He notes, ?In many respects, it looks like the economic perspectives from Europe have stopped getting worse and indeed have started getting better ? and that?s obviously a trend that we all hope will continue and won?t be upset by this sort of short-term political uncertainties.?

A better looking European picture
by Tim Stevenson of Henderson Global Investors, 8/20/13
Tim Stevenson, Director of Pan European Equities, provides a quick update on European markets and economies and notes why he is encouraged by the outlook for the second half of 2013. He believes the economic news will gradually impress and that Europe is through the worst of the austerity crisis and pressures that the economies have been under over the past five years.

Clarity on Cyprus
by Tim Stevenson of Henderson Global Investors, 4/1/13
Tim Stevenson draws some sense out of the situation in Cyprus and notes that while it does increase uncertainty in European markets in the short term, he does not believe there is risk of contagion. He also notes that this is another step in the right direction to clean up the banking industry and getting the European economies to run in a more logical manner.

Improved sentiment in Europe
by Tim Stevenson of Henderson Global Investors, 2/8/13
Tim Stevenson, Director of Pan European Equities at Henderson, provides an update on the recent market behavior in Europe including the shift to a more positive sentiment. Although it may be slightly premature, Tim explains that the ?line has been drawn in the sand? and any future iterations of the euro crisis would not significantly deteriorate the situation in Europe. He also notes an anticipated flow from fixed interest and bonds into European equities. While the transition will be gradual, he believes we should see this shift in the first half of 2013 and over the next few years.

A compelling case for European companies
by Tim Stevenson of Henderson Global Investors, 11/16/12
Tim Stevenson provides insight into current economic happenings in Europe and the US while highlighting opportunities and the compelling case for the quality and position of European companies. While noting his dissatisfaction with the overall economic situation, he notes his confidence remains in companies.

Update on European markets and upcoming political developments
by Tim Stevenson of Henderson Global Investors, 6/11/12
Tim Stevenson, Director of Pan European Equities, provides an update on the situation in Europe and touches on the upcoming elections in Greece and France. He points out that during the turmoil of the past 5-10 days, Spanish Banks have been one of the best performing sectors within European markets and that given the attractive valuation of European markets there is genuine buying taking place.
9 results found.