Equities
Soitec, the French semiconductor firm is the most shorted European stock on a list published by Markit ahead of company results being announced over the coming week.
20 May 2013With April marking a repeat of the pattern of data seen over the same period in the past two years, Iveagh CIO Chris Wyllie asks whether May could see markets correct on a subdued growth outlook.
13 May 2013With many share prices near or at all time highs, Russell Investments manager Mike Ruff discusses the risks associated with negative economic news.
13 May 2013The 2013 Franklin Templeton Global Investor Sentiment Survey has found that 60% of global investors believe their local stock market will appreciate through 2013, but that Europeans remain more cautious than investors elsewhere.
09 May 2013Felicia Morrow, CIO of Global Equity Investment at Ashmore, discusses the benefits of diversification into emerging market equities.
09 May 2013Hersh Cohen, co-Chief Investment Officer at ClearBridge, the Legg Mason equity manger, says quality US companies are likely to keep rewarding investors with growing dividends.
07 May 2013S&P Dow Jones Indices has taken a look at dividends from US stocks, which rose by some $14.5bn in the first quarter this year.
30 Apr 2013Tim Gregory, head of Global Equities at Psigma Investment Management, says that investors may benefit from the focus on paying off debt that has been the target of companies around the world in recent years.
29 Apr 2013Ad van Tiggelen, senior investment specialist at ING Investment Management, has reviewed the adage that it is better for equity investors to 'sell in May'.
29 Apr 2013Simona Gambarini, associate director of Research at ETF Securities, has looked into the reasons why gold miners have suffered a low rating, and asks if this may be about to change.
25 Apr 2013Mark Eibel, Russell Investments director of Client Investment Strategies, has talked about the factors causing markets to pause in the past week, including Chinese GDP, US earnings, and developments in Europe and Asia.
22 Apr 2013Taking an extremely active and focused approach to buying into US equity makes it possible to achieve downside protection via a long only portfolio, according to Polen Capital Management, which has launched a Ucits version of its existing focused US equity mutual fund.
18 Apr 2013Annika Eiremo, global credit analyst at Rogge Global Partners, says investors in the telecoms space should be looking to the US.
18 Apr 2013Eric Chaney, AXA group chief economist and head of Research at AXA IM says that the cost of regulation is stopping investors increasing their equity holdings, despite this being what monetary authorities implicitly wish to see happen.
12 Apr 2013Henning Gebhardt, head of EMEA equities at Deutsche Asset & Wealth Management, points to examples involving Xstrata and Novartis that illustrate the growing role of environmental, social and governance factors in investment decisions.
09 Apr 2013Regions
Print Edition
Strong demand for emerging market debt and equity assets should remain, according to experts in the field.
Events
A selection of key moments caught on camera from InvestmentEurope's recent Pension Fund Forum in Zurich have been published.
A selection of key moments caught on camera from InvestmentEurope's recent Fund Selector Forum in Geneva have been published.