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Global

Eurosif welcomes European legislation on non-financial information disclosure

Eurosif (the European Sustainable and Responsible Investment Forum) has welcomed the results of the vote by the European Parliament on legislation requiring the disclosure of non-financial and diversity information by certain large European companies.

23 Apr 2014
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stocks

Russell Investments delves into US corporate earnings

The outlook for US corporate earnings and what this suggests about valuations is the focus of Russell Investments chief investment strategist Erik Ristuben.

22 Apr 2014
stewart-iain

Newton's Iain Stewart: Market enthusiasm has its bounds

The US economy and profits need to pick up soon if the enthusiasm built into share price valuations is to be validated, warns Iain Stewart, manager of the Newton Real Return Fund.

22 Apr 2014
david-millar

Invesco Targeted Returns fund seeks a wider audience

Invesco’s new multi-asset team has been explaining its objectives as it rolls out product across Europe.

17 Apr 2014
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Stockpicking season in Europe

Hermes Fund Managers says it sees continued opportunities for stockpickers in Europe, although there are still questions over broader economic recovery.

16 Apr 2014
Ukraine flag

Andreas Schwabe at Raifeissen Research sees more destabilisation in Ukraine

The latest developments in the eastern parts of Ukraine lend further weight to the idea that the country is becoming destabilised to the point where it represents significant downside risk to previous economic forecasts, says Andreas Schwabe, analyst at Raifeissen Research.

14 Apr 2014
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Melchior manager celebrates two decades running Japanese money

Akira Yoshimi has just hit the 20th anniversary of using his 'Advantage' strategy, employed since 2006 on the Melchior Japan Advantage Funds.

14 Apr 2014
titherington-richard

JP Morgan AM urges investors see opportunity in emerging market risk

Regression analysis points to double digit returns for investors over the coming 12 months, according to research published by JP Morgan Asset Management.

14 Apr 2014
stewart-richardson-rmg-sept-12

Tapering of Fed QE linked to deteriorating market sentiment, suggests RMG's Stewart Richardson

the link between QE and market sentiment seems to be tightening as the US Federal Reserve continues its path of reducing its monthly QE target, says Stewart Richardson, CIO at RMG.

14 Apr 2014
Second quarter dividends

The importance of dividends

Dividends remain fundamental to driving total return from equity investing, despite the current monetary policy environment, according to research published by Allianz Global Investors.

11 Apr 2014
bakkum-maarten-jan

Emerging markets political risk

Emerging market political risk is being sparked by weak economic performance and pressure on financial systems, explains Maarten-Jan Bakkum at ING Investment Management.

10 Apr 2014
Cristo Redentor statue overlooking Rio de Janeiro

Brazil's central bank signals likely end of rate-hiking cycle - Schroders' Barrineau

Schroders' co-head of Emerging Market Debt Relative Return, James Barrineau, comments on Brazil's decision to hike rates to 11%.

07 Apr 2014
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Worth considering the merits of doing QE at this time, says AXA's Iggo

Banks are still not in a position to lend and there is no guarantee that announcing QE now would help push inflation up in the near term, says Chris Iggo CIO Fixed Income at AXA IM.

07 Apr 2014
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JP Morgan AM releases guide to the markets

The building blocks of a more synchronised global recovery remain in place, according to the latest Guide to the Markets from JP Morgan Asset Management.

07 Apr 2014
thiel-scott

BlackRock retains postive views of European periphery, says Scott Thiel

Scott Thiel, head of European & Global Bonds at BlackRock, comments on yesterday's ECB announcement and global fixed income themes.

04 Apr 2014

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Events

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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.

ana-harris-state-street

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.