Michael Msika

European stock bulls looking for the region’s equities to close the gap on superior returns in the US next year are set for disappointment.

European Equities Set for Another Year in Wall Street's Shadow Michael Msika and Sagarika Jaisinghani 4 min read

Fund managers have been reducing cash holdings to a record low and pouring money into US stocks, triggering a metric that Bank of America Corp. says could be a signal to sell global equities.

Los gestores de fondos han reducido sus tenencias de efectivo hasta un mínimo histórico y han invertido dinero en acciones estadounidenses, lo que ha activado una métrica que, según Bank of America Corp., podría ser una señal de venta de acciones mundiales.

UK stock bulls await vindication in 2025 as an enticing discount and large shareholder payouts are set to lift the market.

The FTSE 100 has managed a decent 6% gain this year, though it still lagged the Euro Stoxx 50 and the S&P 500. By Michael Msika, Bloomberg

There’s room for stock markets to fall further as bond yields approach levels that have been painful for equities in recent years.

Michael Msika 2 min read (Bloomberg) -- There's room for stock markets to fall further as bond yields approach levels that have been painful for equities in recent years.

A heavy discount continues to plague French assets and Prime Minister Francois Bayrou’s attempt to tackle the ongoing political crisis has been far from enough to bring investors back. Their return requires a concrete plan to slash the country’s gaping budget deficit.

The UK’s FTSE 100 Index may be at an all-time high, but the fallout from the Labour government’s budget is showing up in a slew of weak trading updates with the pain likely to be concentrated in domestic stocks.