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Reuters - 2天前

JPM stays upbeat on European insurance into 2024

BUZZ-JPM stays upbeat on European insurance into 2024 ** J.P.Morgan remains positive on European insurance in 2024, citing peak yields, no threat from peak pricing, earnings growth, and benign credit risk ** The broker says peak yields are likely to be a net positive, especially for high capital return stocks such as UK life and Benelux names, addi
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Reuters - 1週前

Goldilocks meets Santa as global stocks power to best month in three years

UPDATE 1-Goldilocks meets Santa as global stocks power to best month in three years Best month for world stocks in 3 years ICE BofA index of IG bonds set for best month on record Equity investors pin hopes on soft landing for world economy Updates prices, adds latest China data in paragraph 17 By Naomi Rovnick LONDON, Nov 30 (Reuters) - November has shaped up to be a fairytale month for equities, with the festive Santa rally investors traditionally hope for coming early as traders bet on a Goldi
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Reuters - 1週前

Goldilocks meets Santa as global stocks power to best month in three years

Goldilocks meets Santa as global stocks power to best month in three years Best month for world stocks in 3 years ICE BofA index of IG bonds set for best month on record Equity investors pin hopes on soft landing for world economy By Naomi Rovnick LONDON, Nov 30 (Reuters) - November has shaped up to be a fairytale month for equities, with the festive Santa rally investors traditionally hope for coming early as traders bet on a Goldilocks scenario of inflation falling and central banks lowering i
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Reuters - 1週前

Investors spy value in cheap Finnish stocks after China and Russia pain

ANALYSIS-Investors spy value in cheap Finnish stocks after China and Russia pain Finnish industrials premium at 14-year low NATO membership has reduced Russia risk OMX Helsinki 25 down 10% in 2023 vs 8% rally for STOXX 600 By Danilo Masoni Nov 29 (Reuters) - Finland's beaten-down stock market may offer value for investors next year, money managers say, with a potential global economic recovery set to lift the cyclical stocks that dominate the index and NATO membership easing perceived Russia ris
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Reuters - 3週前

Swiss stocks - Factors to watch on November 17

Swiss stocks - Factors to watch on November 17 ZURICH/BERLIN, Oct 6(Reuters) - Here are some of the main factors that may affect Swiss stocks on Friday: ROCHE ROG.S Swiss drugs and diagnostics maker Roche is investing $240 million in Colombia over five years as part of its plan to consolidate its presence in the country, a high-ranking executive said on Thursday.
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