BlackRock’s Investment Institute sees a range of potential positive catalysts for European stocks.

BlackRock’s Investment Institute sees a range of potential positive catalysts for European stocks.
The core transformation is towards a forward-looking, value-driven approach.
Unidentified flying ETFs? Redwheel is considering something rare; GAM goes hunting in a vacuum; Pinebridge is looking at China; Is the US overvalued? Remarkable things about tech and much more.
Foxy currency trades; Vanguard takes out the slasher; Tariff predictions in a glass darkly; China’s electric cars; The rise of the robots; Geopolitics and war; The annual Superbowl and much more.
DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
The high growth momentum will have a positive impact on corporate profits in the region.
FSA looks at the best performing China equity funds of last year.
A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.
Citi is hiring an alternatives chief; Protection for bitcoin volatility; Jimmy’s funeral blues; Chinese class action flattery; Quantum computers leap down; Bouncy year ahead’ Druckenmiller wisdom and much more.
A dividend-focused strategy can help investors capitalise on Asia’s attractive valuations while reducing volatility, argues Eastspring Investments.
Part of the Mark Allen Group.