STRATEGY ARTICLES
18 Jan
How to trade in the financial markets, FXTM´s Thalassinos explains
Andreas Thalassinos, FXTM

- Written by Andreas Thalassinos, head of education at FXTM .

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10 Jul
Morgan Stanley upbeat on European stocks
trading, stock, stocks, trader, market

Morgan Stanley was upbeat about European stocks after updating its market timing and sentiment indicators, finding they suggested a positive risk-reward profile was now on offer.

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23 Jun
Exane upgrades European Real Estate as reflation takes hold
Old Mutual Millennium Bridge House, City of London

When maximising one´s investment returns sector allocation is at least as important as stock-picking, analysts at Exane BNP Paribas found after analysing 10 years´ worth of data for the Stoxx 600.

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17 Jun
SNB to hold fire, but keep finger on interest rate trigger

Ipek OzkardeskayaMarket Analyst, London Capital Group.

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08 Apr
US market ever so slightly expensive but Europe still cheap, says UBS
trading, stock, stocks, trader, market

The US market looks a little expensive compared to the European market which looks cheap.

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30 Mar
JPMorgan stays 'underweight' on UK before May elections
jpmorgan23

UK financial markets are not pricing in the "challenging" and "messy" nature of British politics heading into May general elections, say analysts at JPMorgan.

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25 Mar
Crude oil back in the red ahead of US data release
Petroleo_Bolsas oilmarkets

Oil prices slipped yet again in Asian trading on Wednesday ahead of a stockpile data release which could point to a rise in US supply.

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20 Mar
Societe Generale recommends switching equity allocation to Eurozone from US
societe generale, socgen

Societe Generale has recommended taking advantage of the Eurozone recovery, advising clients switch out of US equities and into Eurozone equities, where tailwinds are increasing.

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03 Mar
SocGen recommends dumping UK equities before general elections
westminster

French investment bank Societe Generale has recommended selling UK equities before May’s general elections as the country’s assets are likely to have a tough time in the weeks leading up to the event, with the outcome too close to call.

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21 Jan
Morgan Stanley picks winners from Draghi's expected QE
chemicals, johnson matthey

Morgan Stanley said that while the European Central Bank is widely expected to unveil a full-blown bout of quantitative easing (QE) after its Thursday meeting, the market felt this was "not expected to work", yet its strategy teams still picked out several sectors and currencies that would move as a result.

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21 Oct
Asos broker round-up: Exane, Citi, UBS, Cantor, Barclays
asos

Broker reaction to full year results from Asos was mixed, coming after three profit warnings from the online fashion retailer in the last seven months. Here are a selection of views from analysts before and after meeting with management.

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14 Oct
Credit Suisse says dollar bull market spells pain for airlines, UK retailers, telecoms
money_bill_dollar_286_200

In a note on the "mighty dollar", Credit Suisse expects five more years to run on the current dollar bull market and predicts the euro will weaken much further, with tough times ahead for emerging markets, airlines, UK retailers, telecoms and utilities.

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