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Asset Class

Standing by convictions in European equities

While some observers will point to recent equity market volatility as a sign that investors should remain defensive when selecting stocks in the region, Philippe Brugere-Trelat, executive vice president and portfolio manager, Franklin Mutual Series, says he's encouraged by recent developments.

23 Jul 2014
Europe map

The Fed is sounding more hawkish, says AXA IM's Tinker

Mark Tinker, head of AXA Framlington Asia, provides his view from the equity market.

21 Jul 2014

Geopolitics back in focus at Russell Investments

Russell Investments' chief investment strategist Erik Ristuben has discussed the impact of geopolitics on the markets over the past week.

21 Jul 2014

Non investment grade debt still valid despite risk concerns, says Pictet AM's Stéphane Rüegg

Stéphane Rüegg, client portfolio manager for Pictet Asset Management's Fixed Income team, says risks such as liquidity are very real for investors in high yield bonds, but that the asset class is still valid.

18 Jul 2014
Volatility arrows

"Investors face corporate bond liquidity risk" says Morningstar's Brunner

Andy Brunner, investment strategist at Morningstar OBSR comments on the liquidity risk in corporate abonds.

18 Jul 2014

Reasons remain to be overweight risk assets, says ING IM's van Nieuwenhuijzen

Valentijn van Nieuwenhuijzen, head of Multi Asset at ING Investment Management, suggests that while it is correct to try to spot risks that could strike over the summer, facts on the ground still point to taking an overweight position on risk assets.

16 Jul 2014

Fragile recovery still seen by Russell Investments

Russell Investments' chief investment strategist Erik Ristuben has discussed factors such as lower industrial production across Europe give rise to fragility in the region's economic recovery., including in Germany, shows just how fragile the recovery still is in Europe.

14 Jul 2014

Optimism on equities peaks

Optimism on equities may soon reach a peak, argues the Asset Allocation Consensus report for June, published by Netherlands-based Alpha Research.

07 Jul 2014

Gemma Game of AXA Framlington Health Fund sees consolidation, innovation driving values in sector

Gemma Game, manager of the AXA Framlington Health Fund, sees consolidation and innovation creating value in the global healthcare sector.

03 Jul 2014

Standish's Leduc: Hazards remain

With lower-than-expected growth and stronger-than-expected inflation, David Leduc, chief investment officer at Standish, a BNY Mellon company, ponders the challenges ahead as we reach the mid-point of the year.

03 Jul 2014

T. Rowe Price launches Sicav Frontier Markets Equity Fund

T.Rowe Price has now launched the T.Rowe Price Sicav Frontier Markets Equity Fund which will invest across all frontier markets, including countries outside the MSCI Frontier Markets Index.

02 Jul 2014

Viewpoint: Analysing European equity portfolio construction

Turnover, concentration of holdings and other portfolio factors play an important role in determining which approach to take to European equities, according to the views of Marcus Morris-Eyton of Allianz GI, Thorsten Paarmann of Invesco and Sofia Antropova of iShares, who have all taken part in InvestmentEurope's latest Viewpoint programme.

27 Jun 2014
Arrows about to hit a sweating target

LGIM to celebrate 25 years of index investing

UK based Legal & General Investments (LGI) is set to emphasise its role as an index investor over the past quarter of a century, through a campaign taking place in the second half of 2014.

27 Jun 2014
Ripples in water

CrossBorder Capital liquidity index sees monthly slowdown

Liquidity in cross border capital flows fell for the second consecutive month, according to the latest CrossBorder Capital Global Liquidity Cycle index figures.

26 Jun 2014

Summer rally likely to continue says LGT's Kumada

After retreating to a temporary lull in April, the bulls have returned to global equity markets in full force argues Mikio Kumada, global strategist at LGT Capital Management.

25 Jun 2014


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Print Edition



AB's Phelps to speak on concentrated portfolios in Hamburg

Mark Phelps, head of Concentrated Global Growth at AB, will join InvestmentEurope's Pan-European Fund Selector Summit in Hamburg.


M&G's Richard Halle and Daniel White to speak in Hamburg

Richard Halle and Daniel White are set to take part in the InvestmentEurope Autumn Pan-European Fund Selector Summit, which takes place in Hamburg 15-17 October.