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Europe's leading local broker . . . . . . . . . .

News & Announcement

  • 17 June 2014Extel survey rankings re-confirm Kepler Cheuvreux’s status as Europe’s Leading Local BrokerThe Thomson Extel survey results have been released today, 17th June 2014. The results are a strong re-confirmation of Kepler Cheuvreux’s status as Europe’s leading local broker. To have ranked 1st for Countries and to have ranked Top 10 for eight equity sectors is an outstanding achievement. Corporates have also shown their appreciation by ranking Kepler Cheuvreux number one for SmartConnect.
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Economics & Strategy

  • 21 July 2014Decision TimeWe recognise the significance of the conflict in the Ukraine. The controversy concerns European equity, not its American counterpart. There is no good reason to change the “buy the pullback” playbook for US equity. Our interpretation has not changed. Although we cannot expect a recovery of European equity to be sustained at this point we do not think that this is a time to sell European equity. We have confirmation of the“slow sink” of the Euro. The reporting season is providing support, notably for financials. We cannot remove the defensive bias to our portfolio until the most secure bond markets begin to weaken. We are reinforcing the consumer universe through the P & H sector. For similar reasons we are upgrading the UK market at the expense of the EZ.