Could Bad News Mean Good News for European Equities?

Much of the recent economic data from the euro zone has been decidedly downbeat, with growth trends weak and signs of deflation emerging. The good news is that Europe’s policymakers are responding vigorously. We may now be in a “bad news is good news” scenario for European equities.

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European Equities: In the Market with an Airbag

Confidence returned to European markets in 2013 after several turbulent years. As the continent continues to resolve its problems, we believe that European stocks offer compelling long-term return potential. But since short-term uncertainties remain, investors should consider balancing a strategic position with tactical short-term defense mechanisms.

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