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Equities

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
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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
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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
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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
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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
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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
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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
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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
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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
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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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Kennox AM launches Lux Sicav Feeder Fund

Edinburgh-based investment boutique Kennox Asset Management has announced the launch of a new Luxembourg- domiciled SICAV Feeder Fund to facilitate investor access to the Kennox Strategic Value Fund.

19 Jun 2014
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Viewpoint: Factors that are driving European equities

Factors such as quality and volatility remain crucial in determining key European equity investments, 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.

19 Jun 2014
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Neil Woodford discusses business objectives at Fidelity conference

Neil Woodford, formerly of Invesco but now heading his own asset management business - Woodford Funds - has recently answered questions from investors about his new path at the Fidelity Wealth Investment Conference in London.

16 Jun 2014
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American Appraisal: M&A "back with a vengeance" as transactions to hit six-year high

The number of global M&A transactions has reached 14.000 in 2013 and is said to further increase, according to a study by American Appraisal.

16 Jun 2014
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S&P Dow Jones Indices: Equally weighted indices as complementary benchmarks

S&P Dow Jones Indices has published a research paper on equally weighted indices as benchmark.

13 Jun 2014

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Events

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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.

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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.