Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
2 entries · April 23, 2014 to April 24, 2014
April 24, 2014 · by James C · Filed under Big Picture View
In our last post we discussed the attractiveness of European equities in aggregate, and assessed the pros and cons of implementing this regional investment theme with a market capitalization weighted ETF (VGK – Vanguard). It was our conclusion that the…
April 23, 2014 · by James C · Filed under Big Picture View
A bullish investor consensus for European equities appears to be building. More and more, we are hearing and reading that European equities are attractive and undervalued. It may be the right time for greater exposure to developed international equities, and…