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Asset Class

Swiss & Global's Michal Novak sees Swiss fixed income as an overlooked asset class

Michal Novak, fund manager, JB Swiss Franc Bond Fund at Swiss & Global, sees increasing diversification of instruments and issuers in the CHF bond market as key reasons why investors should consider the asset class.

16 Apr 2014
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European Union flags

Life beyond the eurozone

While Europe’s non-eurozone equity markets provided a safe-haven during the worst of the currency union crisis, recovery in the eurozone is forcing an adjustment in expectations and valuations.

16 Apr 2014
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Stuart Parks, Head of Asian Equities at Invesco Perpetual: Is China poised for transformational reform?

Asian equity markets have lagged their developed market peers over the last twelve months as China - its biggest and most significant economy - has disappointed. Stuart Parks looks at whether China is poised for transformational reform and observes some encouraging signs within the region.

15 Apr 2014
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AllianceBernstein's Tawhid Ali and Jorgen Kjaersgaard consider the asset class environment across Europe

Tawhid Ali, director of Research, AllianceBernstein European Value, and Jorgen Kjaersgaard, head of European Credit Portfolio Management, have reviewed asset classes in mind of European economic recovery.

15 Apr 2014
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Aberdeen's Ben Pakenham: No bubble in European high yield but security selection vital

After five years of stellar performance since the financial crisis, there is much talk at present about a supposed bubble bursting in the European high yield market.

15 Apr 2014
Second quarter dividends

The importance of dividends

Dividends remain fundamental to driving total return from equity investing, despite the current monetary policy environment, according to research published by Allianz Global Investors.

11 Apr 2014
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Franklin Templeton's Michael Hasenstab comments on effect of Ukraine crisis on bondholders

Michael Hasenstab,executive vice president and CIO Global Bonds at Franklin Templeton, has commented on the outlook for Ukraine from a bond holder's perspective.

10 Apr 2014
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European Equities equipped for earnings recovery, says AXA IM's Mark Hargraves

After two years of flat earnings, Mark Hargraves, manager of the AXA Framlington European fund, anticipates that 2014 will be the year that European investors finally start to experience an earnings recovery.

09 Apr 2014
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Threadneedle's Mark Burgess outlines cuts to equity overweight, more underweight Asia

Mark Burgess, chief investment officer at Threadneedle, has commented on the manager's decision to reduce its exposure both to equity in general and Asian assets in particular.

08 Apr 2014
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JP Morgan AM releases guide to the markets

The building blocks of a more synchronised global recovery remain in place, according to the latest Guide to the Markets from JP Morgan Asset Management.

07 Apr 2014
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Global investors aim to boost retirement saving in 2014 - Schroders

While boosting retirement saving is the key goal for investors in 2014, they neglect to take a sufficiently long-term view or focus enough on high-growth assets, a survey from Schroders has revealed.

03 Apr 2014
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Kames Capital's David Roberts warns of rising US interest rates

David Roberts, head of fixed income at Kames Capital, has interpreted recent comments from US Federal Reserve chairman Janet Yellen as pointing to rising interest rates as soon as early 2015.

28 Mar 2014
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J O Hambro Capital Management launches Japan Dividend Growth Fund

The investment management boutique J O Hambro Capital Management (JOHCM) has announced the launch of the Japan Dividend Growth Fund on Monday, 31st March.

26 Mar 2014
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Global Equity Income: Where Now? - Henderson's Lofthouse to respond in Lausanne

Ben Lofthouse, fund manager at Henderson Global Investors, will join InvestmentEurope's Pan-European Fund Selector Summit in Lausanne on 9-11 April.

24 Mar 2014
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Viewpoint: China's impact on global bonds in 2014

Regina Borromeo of Brandywine Global and Iain Lindsay of Goldman Sachs Asset Management have taken part in a Viewpoint debate considering the impact of China on the global bonds market.

23 Mar 2014

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Print Edition

Events

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Helsinki brings M&G, Ignis and RenAsset speakers

InvestmentEurope's Fund Selector Roundtable Finland, which takes place in Helsinki on 29 April, will feature speakers from M&G Investments, Ignis Asset Management and RenAsset Management.

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Lausanne Summit success in pictures

Select moments from InvestmentEurope's Pan-European Fund Selector Summit that took place at the Beau-Rivage Palace in Lausanne 9-11 April have been published.