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Europe

European Alternatives Industry Hits €1.62 Trillion in Assets (CIO)

July 30, 2019 | File Under: , , , , ,

“Despite the European macroeconomic picture being “muted” for the past two years, last year saw record activity in most alternative asset classes.  European alternative asset fund managers held €1.62 trillion ($1.82 trillion) in assets as of June 2018, up €300 billion in three years” – by Michael Katz

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Ursula von der Leyen’s election is a bad day for Emmanuel Macron (New Statesman)

July 17, 2019 | File Under: , , ,

“The election is a reminder that ultimately it’s member states who have primacy, not European-wide institutions. ” – by Stephen Bush

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Blood Moons, Animal Spirits and Hunting Knives

H2 2019 Europe Update

Investor trepidation towards Europe in today’s markets is understandable.  Regional macro data remain anemic.  Europe continues to produce weak data, Euro-Area economic sentiment saw its worst losing streak in a decade and low interest rates are set to continue throughout the medium term.  Meanwhile, the Fed has raised rates nine times since December 2015, taking […]

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European Parliament election results: The long view (Bruegel)

May 30, 2019 | File Under: , , ,

“The implications are quite clear. The rise of the far right in 2019 is notable and unprecedented. So is the fall in the traditional Volkspartei combination of centre-left and centre-right, namely EPP and the Socialists & Democrats (S&D).” – by Nicolas Véron

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Fate of Leveraged Loans Won’t Be Decided by ‘Cov-Lite’ Alone (Bloomberg)

February 22, 2019 | File Under: , , ,

“Recovery rates likely lower in Europe but widely dispersed. Focus on absence of maintenance tests is ‘simplistic’”  – by Ruth McGavin

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Navigating Europe in 2019

Themes and Risks Investors in Europe to Consider in 2019

We are nearly 20 years into the new millennium and it is an unrecognizable place compared to when it started.  Lehman is gone, Bear Stearns – gone, Merrill Lynch – acquired, Citigroup is a fraction of its former self.  Blockbuster, Toys R Us, Woolworths all part of the history books now.  Europe, where we focus […]

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Europe Is Ground Zero for Global Credit Fears (Bloomberg)

November 16, 2018 | File Under: , ,

CMC Ravenna, DIA, Douglas, Boparan: Just some of the hitherto obscure firms that have ensnared European credit investors in recent weeks.

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The IMF keeps making the same mistakes in its thinking about global growth (Market Watch)

October 23, 2018 | File Under: , , ,

Opinion from Ashoka Mody:  “The IMF [keeps] getting its forecasts wrong because it [fails] to recognize the endemic weaknesses in the world economy.”

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A Warning From Europe: The Worst Is Yet to Come (The Atlantic)

September 17, 2018 | File Under: , , , ,

Polarization. Conspiracy theories. Attacks on the free press. An obsession with loyalty. Recent events in the United States follow a pattern Europeans know all too well.

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