HFXE News and Press, IQ 50 Percent Hedged FTSE Europe ETF IndexIQ ETF Trust From 03/06/20

By David Zahn, CFA, FRM, Head of European Fixed Income, Senior Vice President, Franklin Templeton Fixed Income Group® As European Central Bank (ECB) policymakers adjust the budget to reflect lighter eurozone economic activity, moderate economic growth and the United Kingdom's departur...

The eurozone problem It's entirely true that it's just great to have the same money in use over a trading area - it definitely increases trade across that area. This is known as the "Rose Effect". So, super, except having the same money across an economic area means that monetary policy must...

By Chris Turner, Global Head of Strategy and Head of EMEA and LATAM Research et al. The jump in Covid-19 cases in Italy has prompted a risk-off run in markets with equities dropping worldwide. The flight to safety could see BTP:Bund spreads widen a little further. In the FX space, we thin...

Investment thesis: the international environment is still dicey. While manufacturing has modestly rebounded over the last six to eight weeks, the coronavirus is straining global supply chains and suppressing consumer activity. While we haven't seen any solid numbers yet, it's safe to assume ...

Investors buoyed by apparent deceleration It's been an eventful start to the year and not exactly in the way than anyone would have anticipated even two months ago. Once again, once the initial panic has passed, investors have taken the spread of COVID-19 in their stride, a little too much...

The aim of macroeconomic investment analysis In order to invest in something, we've got to decide what to, actually, invest in. Something so simple that it's a tautology, of course. Macroeconomic analysis can't actually tell us what we should invest in, specifically. What it can do is te...

By Robert Christian, Co-Head of Research and Investment Management, K2 Advisors; Brooks Ritchey, Co-Head of Investment Research and Management K2 Advisors Pricing dislocations in Europe, performance dispersion across the credit spectrum and shifts in the political landscape should likely ...

By Katrina Dudley, CFA, Portfolio Manager, Franklin Mutual Series Although European equities performed well in 2019, there’s still a significant value and performance gap compared to US stocks, according to Franklin Mutual Series Portfolio Manager Katrina Dudley. Here, she gives r...

Originally published on January 28, 2020 By Alan Bartlett, President, Chief Investment Officer, Templeton Global Equity Group and Antonio (Tony) Docal, CFA, Director of Portfolio Management, Portfolio Manager, Research Analyst, Templeton Global Equity Group Equities saw strong 2019 per...

"You've got to pick up every stitch Oh no, must be the Season of the Witch" - Season of the Witch Politics is always part of the markets. Each day, each hour, they wind their tentacles into just how the markets are behaving. However, most of the time, they take a second seat to economic ...