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Opinion

For Japan, think small…

By: Ronald D. Frashure 23 Oct 2014

We appraise Japan, along with other world markets, in a quantified framework that integrates top-down views along with bottom-up stock valuation. For Japan, the individual stock forecasts are the principal determinant…

Regions

F&C Investments: Fear, Panic and Reality ahead of AQR

By: David Moss 23 Oct 2014

David Moss, manager of the F&C European Equity fund provides an update on European equity markets and his outlook ahead of the results of the ECB’s asset quality review (AQR).…

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November 5, 2014

Fund Selector Forum Italy 2014

Location: Milan, Italy

InvestmentEurope is pleased to present the Fund Selector Forum Italy, taking place on 5th November 2014 at the Four Seasons, Milan. Designed to give a wide-spread view across financial markets the Fund Selector Forum Italy will provide an efficient way…

November 5, 2014

Fund Manager of the Year Awards 2014 -15

Location: Milan, Italy

Fund Manager of the Year Awards 2014-15   On Wednesday 5th November the InvestmentEurope Fund Manager of the Year Awards take place to celebrate the outstanding achievements of fund managers whose funds are available for sale across Continental Europe. Held…

Asset allocation reflects risk appetite

Despite ongoing volatility, investors continue to remain overweight on equities and increasingly positive on commodities and real estate, while government bonds continue to be out of favour, according to the October Asset Allocator Consensus released by Netherlands-based Alpha Research. While European equity markets have been particularly hard-hit, investors exposure remained relatively stagnant, with 54.3% of […]

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