Dirk Enderlein
CFA
Equity Portfolio Manager

Insights By Dirk Enderlein

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Long-short Europe Volatility Alternatives Market disruptions Interest rates Inflation Article
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Long/short investing in European equities' growing dispersion 

We explore how growing dispersion in European equity markets is driving opportunities for long/short investors, fueled by structurally higher inflation, changing market leadership, and a renewed focus on valuation.

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By

Dirk Enderlein, CFA

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Article
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Europe Equity Macro and market Financials Quick Take Alternatives
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

European stocks: Regime change and the valuation gap

Portfolio Manager Dirk Enderlein explains why we may see more dispersion in European stocks in coming years and why there may be greater clarity about which stocks will be the new market leaders.

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By

Dirk Enderlein, CFA

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Quick Take
2024-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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