Audio commentary: Unraveling the uncertainties

Galvanized by U.S. rhetoric, the European Union looks to be pivoting towards greater cohesiveness and increased fiscal spending. We examine the implications for the regional equity market.

Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.