StreetInsider.com News Articles

Goldman Sachs raises Euro Stoxx 50 dividend forecasts

Wed, 16 Sep 2026 05:25:15 -0400

Investing.com -- Goldman Sachs increased its dividend forecasts for the Euro Stoxx 50 index to 194.7 for 2027 and 218.3 for 2028, representing an increase of approximately 6 index points above estimates from May.

The investment bank noted that dividends have performed well across most regions since May, with European and Japanese dividends keeping pace with equities. S&P 500 dividends lagged behind their underlying equity index, leading to a decline in implied dividend yields relative to other regions. This reflects continued technology sector leadership in equities and earnings revisions, as tech companies typically pay lower dividends.

Earnings expectations have trended higher across

BofA survey shows European investors expect 6.3% equity returns

Tue, 15 Sep 2026 05:22:47 -0400

Investing.com -- Bank of America's European fund manager survey shows investors expect European equity returns of 6.3% over the next 12 months, with 43% anticipating similar performance between European and US stocks during this period.

A net 39% of survey participants predict stronger economic growth over the coming year, while a net 25% foresee economic acceleration in the near term. Expected growth in 12-month forward earnings per share declined to 6.3%, and the proportion citing earnings upgrades as the primary driver of market gains fell to 64%.

Declining energy prices and easing inflation remain the main positive factor for global growth, identified

BofA survey shows investor cash levels rise amid policy concerns

Tue, 15 Sep 2026 05:22:07 -0400

Investing.com -- Bank of America's September Global Fund Manager Survey revealed cash allocations increased to 3.9% from 3.5% in August as investor sentiment shifts.

The survey showed 8% of respondents expect acceleration in global growth, while 55% predict a "no landing" scenario for the economy. Another 38% anticipate a soft landing, and 2% expect a hard landing.

A majority of investors predict double-digit earnings per share growth over the next 12 months, marking the highest level since August 2021. A record 33% of survey participants said companies are over-investing.

For the first time since September 2022, investors expect a flatter yield curve as

Germany To Lobby EU On New China Policy, May Seek More Tariffs - Bloomberg

Mon, 14 Sep 2026 07:07:04 -0400

Germany To Lobby EU On New China Policy, May Seek More Tariffs - Bloomberg

Mon, 14 Sep 2026 07:07:04 -0400

Germany To Lobby EU On New China Policy, May Seek More Tariffs - Bloomberg

Bank of England expected to hold rates at 3.75% next week says BofA

Fri, 11 Sep 2026 04:20:06 -0400

Investing.com -- Bank of America expects the Bank of England to keep the Bank Rate unchanged at 3.75% at its meeting next week, while projecting a slowdown in quantitative tightening to £50 billion starting in October 2026 from the current £70 billion pace.

The bank anticipates a 6-3 vote split, with Pill, Greene and Mann voting for a rate increase. A small possibility exists that Lombardelli may also vote for a hike.

Energy prices have risen, but there is limited evidence of second round effects or passthrough of the energy shock to core inflation and wage growth, according to the analysis. The

Citi maintains neutral stance on European equities despite rally

Mon, 24 Aug 2026 11:02:36 -0400

Investing.com -- Citi remains neutral on European equities in its global equity allocation, even as the region's stocks have outperformed global peers in recent months.

The Euro Stoxx 50 gained 8% over three months, surpassing the S&P 500's 5% advance. Within MSCI Europe, cyclical sectors outperformed defensive stocks, with financials and health care joining technology and industrials in posting gains.

Citi identified three factors supporting European equity performance. The firm noted that European economic data has improved sharply in recent months after declining following the start of the US-Iran conflict. The bank's Earnings Revision Indices showed improvement, with most European sub-sectors receiving

BofA says CTA Treasury shorts stable, euro short-cover risk rises