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Equities

Institutions must judge remuneration on investment value, not public anger, says F&C

Institutional investors must remain focused on their fiduciary duties as shareholders when analysing remuneration packages, despite the issue being surrounded by often heated political and moral debate, says one of the UK's largest institutional investors and advisors on shareholder voting.

20 Feb 2012
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Fund managers look at bank stocks again - but they tread carefully

Some fund managers are looking at financial stocks again after the effect of the European Central Bank's cheap loan program partly offset the sovereign crisis' effect on valuations, and in America much bad news is already reflected in the price of banks.

20 Feb 2012
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Entkopellung ist ein Mythos, aber 'Quality Growth' in den Emerging Markets ist Realitaet, sagt Comgest

Die Entkopplung von den Industrielaendern und den Schwellenlaendern bleibt ein Mythos und die Emerging Markets koennten kurzfristig unter dem Einfluss der schwachen Entwicklung in den Industrieländern leiden.

17 Feb 2012
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Edmond de Rothschild Asset Management bringt einen neuen europaeischen Aktienfonds auf den Markt

Edmond de Rothschild Asset Management hat den neuen europäischen Aktienfonds - Edmond de Rothschild Euro Convictions - aufgelegt.

16 Feb 2012
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Buy European shares on valuation grounds alone, managers urge

Ever more asset managers are saying it is worth buying European shares on valuation grounds alone, even if the region's public debt is at crisis levels.

14 Feb 2012
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Financials sector earnings to grow 24% in 2012

Financials, industrials, utilities and energy sectors could recover earnings growth in 2012 while IT earnings will suffer, an S&P Capital IQ analyst survey has found.

09 Feb 2012
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UBP mixes dividends and option writing in equity income fund

The asset management unit of Swiss bank UBP is launching a European blus chip dividend fund, with an option writing overlay to reduce the portfolio's beta and volatility.

08 Feb 2012
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Facebook liked by Polar Capital's Nick Evans and Ben Rogoff

Polar Capital Technology fund managers Nick Evans and Ben Rogoff (pictured) are still evaluating Facebook, but indications are they would 'like' the stock.

07 Feb 2012
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Gold offers timely inflation hedge, but poor long term returns, Credit Suisse study finds

Long-term holders of gold should expect a positive correlation to inflation, but a major report published by Credit Suisse today suggested bullion holders might be disappointed by long-term real returns.

07 Feb 2012
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'Wall of money' to hit equity funds, says Skandia International

The use of safe-haven assets such as cash and global fixed interest through 2011 suggests that there is a 'wall of money' waiting to switch into equity funds as confidence returns, says Skandia International.

06 Feb 2012
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Which companies can grow their profits in 2012?

We may be facing a low growth economy, but there are still companies increasing their profits, just not always where you expect to find them, writes Stephen Message, manager of the Old Mutual Equity Income fund.

06 Feb 2012
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This isn’t the rule of law; it’s the rule of the jungle

John Bennett, Henderson European Focus Trust plc explain why it has not been a happy time to be managing European equities.

03 Feb 2012
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Martin Currie lets clients re-enter the Dragon as it re-opens China fund

Martin Currie's China absolute return fund, one portfolio caught up in the sudden removal of former firm manager Chris Ruffle last year, is reopening to subscriptions after announcing extra capacity is available.

01 Feb 2012
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Why history suggests global shares might rise by 20% in 2012

If the saying proves true that markets follow January's lead for the rest of the year, then equity investors should expect a very good 2012 - which may some relief after a particularly bad 2011.

01 Feb 2012
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DekaBank und MSCI bringen Nachhaltigkeit Produkte auf den Markt

DekaBank hat drei Deka-Nachhaltigkeit Fonds auf den Markt gebracht, die es ihren Kunden ermoeglichen, in einen Aktien-, Renten- oder gemischte Fondsportfolio ohne ein schlechtes Gewissen zu investieren.

01 Feb 2012

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InvestmentEurope Fund Selector Forum Sweden

InvestmentEurope's country specific forum for Sweden takes place in Stockholm on 24 April 2012

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InvestmentEurope Fund Selector Forum France

InvestmentEurope's country specific forum for France takes place in Paris on 22 May 2012.