February's strong equity rally has given us the opportunity to tactically lock in gains and shift our position to neutral, says Luca Paolini, Chief Strategist at Pictet Asset Management.05 Mar 2014
Aviva Investors Multi-Manager Equities survey highlights positive sentiment towards economic recovery, but hints at negativity around market uncertainty26 Feb 2014
Heptagon Capital has launched the Oppenheimer Global Focus Equity Fund and the Kopernik Global All-Cap Equity Fund, two new Global Equity funds on its Irish Ucits platform.25 Feb 2014
Consolidation in early 2014, but not for the reasons we expected, says La Francaise.21 Feb 2014
Nick Williams, head of Small and Mid Cap Equities at Baring Asset Management, has provided an outlook for European smaller companies.19 Feb 2014
Morningstar has released the names of managers nominated for the three key categories in its European Fund Manager of the Year awards, covering European Equity, Global Equity and European Fixed-Income.13 Feb 2014
A new research piece from global market strategists David M. Lebovitz and Vincent Juvyns at JP Morgan Asset Management forecasts that returns on European equities will be modestly higher in 2014.12 Feb 2014
Despite companies such as LinkedIn, Facebook and Pandora Media returning up to 200% last year, there is evidence that the danger to investors is not a price bubble, but that they will ignore the value still to be found in technology, argues DNB Asset Management22 Jan 2014
Alice Gaskell and Andreas Zoellinger, co-managers of the BlackRock Continental European Income Fund, say that the prospect of rising interest rates in today's markets will not reverse the appeal of equity income strategies.21 Jan 2014
Jon Eggins, senior portfolio manager at Russell Investments has discussed whether the World Bank's higher economic growth forecast and Europe inflation is broadly good news.20 Jan 2014
Managers at JP Morgan Asset Management see particular reasons to be interested in European small cap equities, which continue to perform well over the long term.20 Jan 2014
As the relentless bull market march in equities continues, alarm bells are ringing in many bear camps around the world, says Peter Garnry, head of Equity Strategy, Saxo Bank.17 Jan 2014
The latest CFA UK Valuations Index points to a rise in perceptions of asset classes being overvalued.02 Jan 2014
Bruno Bertocci from UBS has explained the asset manager’s approach to sustainable investments.02 Jan 2014
Valuation normalization, slow economic growth and the heightened importance of stock selection are a few themes a diverse group of equity managers from across Natixis Global Asset Management believe are shaping the investment landscape for 2014.24 Dec 2013
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.
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.