News
Italy's largest telecommunications operator Telecom Italia announced consolidated net loss of €674m in 2013, which reflected a smaller impairment loss on goodwill for €2.2bn on its domestic business.
F&C Investments' European Assets Trust has announced a period of strong performance, mainly driven by financial and consumer cyclical stocks.
Events
A selection of key moments caught on camera from InvestmentEurope's recent Fund Selector Bond Focus Italy, which took place in Milan on 4 March.
Helene Williamson, head of Emerging Market Debt at First State Investments, is set to contribute to the discussion at the upcoming Fund Selector Forum Sweden in Stockholm on 7 May.
Bart Goosens, global head of Quantitative Equity Management at Candriam Investors Group, will share views on a systematic approach to US and global equity selection, when taking part in the Fund Selector Forum Sweden on 7 May.
Interview
Alberto Melzi, who manages funds of funds at BCC Risparmio&Previdenza explains how he relies on a particular approach to quantitative screening to implement the selection process.
Video
Regina Borromeo of Brandywine Global and Iain Lindsay of Goldman Sachs Asset Management have taken part in a Viewpoint debate considering global opportunities for fixed income investors in a rising interest rate environment.
Kristoffer Stensrud, portfolio manager of the Skagen Kon-Tiki fund, has commented on the situation in emerging markets in 2013 and early 2014
Economists at BNP Paribas point to sluggish recovery in the peripheral member states, according to their latest view of the European economy.
Opinion
We were impressed with new Fed's Chairman, says BlackRock's Thiel
Underweight emerging markets - SGPB Hambros' Verleyen comments
Over-reaction to Brazil drought and possible El Niño could send Arabica prices lower, says ETFS analyst Nitesh Shah
Trim equities back to neutral after rebound - Pictet Asset Management
Research
Europe's political risks to fore in JP Morgan AM research
Paola Toschi and Kerry Craig, global market strategists at JP Morgan Asset Management, have studied the risks investors and markets see in politics across Europe in 2014, including the impact of austerity and the emergence of fringe parties.
DAWM paper considers euro sovereign bond stress
Johannes Müller, CIO for Wealth Germany at Deutsche Asset & Wealth Management, and Bodo Herzog of ESB Business School at Reutlingen University have developed a theory about euro sovereign bonds under stress, contained in a jointly authored White Paper.
Regions
Financial Library is a whitepapers, research and briefings distribution service that is designed to provide users a quick and easy way of keeping ahead of business and market developments.
Print Edition
Selectors are increasingly being asked to consider the merits of ‘smart beta’ on behalf of their clients, but opinion on its role in providing superior risk adjusted returns is not clear cut.
Events
A selection of key moments caught on camera from InvestmentEurope's recent Fund Selector Bond Focus Italy, which took place in Milan on 4 March.
Helene Williamson, head of Emerging Market Debt at First State Investments, is set to contribute to the discussion at the upcoming Fund Selector Forum Sweden in Stockholm on 7 May.
