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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

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

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

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

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

What is the outlook for European equities at this stage? Schroders' Cordell responds

The European equity market demonstrated its resilience in February, notching up gains despite the distractions of a change of prime minister in Italy, turmoil in Ukraine, and a largely underwhelming earnings season, Steve Cordell, fund manager, European Equities at Schroders reports.

21 Mar 2014

Pockets of opportunity in Europe, Emerging Markets - Franklin Templeton

Maintaining the right mix or balance of assets in a portfolio to achieve a desired goal can be a challenge, particularly when the markets are constantly shifting, according to Lisa Myers, Executive Vice President, Templeton Global Equity Group.

20 Mar 2014

Dividends make up for 40% of equity returns in Europe - Allianz GI

Dividend paying stocks show less volatility than other stocks, the latest research from Allianz Global Investors highlights.

11 Mar 2014
Ukraine flag

Nikko AM makes ad-hoc cut to global equities weighting

Nikko Asset Management's Global Investment Committee has ordered a cut in the manager's overweight exposure to global equities, following an "extremely rare" ad-hoc meeting.

10 Mar 2014

Trim equities back to neutral after rebound - Pictet Asset Management

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

Recovery and earmings growth offer opportunities for equity investors - Aviva Investors

Aviva Investors Multi-Manager Equities survey highlights positive sentiment towards economic recovery, but hints at negativity around market uncertainty

26 Feb 2014

Heptagon Capital launches two global equity funds on Ucits platform

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
Europe map

Equity markets - La Française perspective

Consolidation in early 2014, but not for the reasons we expected, says La Francaise.

21 Feb 2014

Barings discusses European small caps

Nick Williams, head of Small and Mid Cap Equities at Baring Asset Management, has provided an outlook for European smaller companies.

19 Feb 2014


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Print Edition



Polar's Sugarman to speak on convertible bonds at Zurich Forum

David Sugarman, fund manager for Polar Capital, will discuss convertible bonds at the InvestmentEurope Pension Fund Forum held in Zurich on 15 May.


SSgA's Harris to discuss smart beta at Zurich Pension Forum

Anna Paula Harris, portfolio strategist for the global equity beta solutions group at State Street Global Advisors (SSgA), will address smart beta strategies at the InvestmentEurope Pension Forum to be held in Zurich on 15 May.