Hamburg Summit launches with views on FM, EM, concentrated portfolios and financials

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InvestmentEurope’s Pan-European Fund Selector Summit in Hamburg has started, with initial speakers presenting views on frontier and emerging markets, concentrated US and global equity portfolios, and views on the outlook for financial stocks.

AB, Aberdeen Asset Management, Polar Capital and RenAsset Management have been taking investors through key ideas and the thoughts of their portfolio managers.

Key points put forward have included:

  • 24 of the 25 fastest growing countries are frontier markets
  • Turkish equities are more attractively priced than Polish equities for emerging Europe investors
  • Concentrated portfolios can produce better protection against downside than less concentrated actively managed portfolios, or indeed passive vehicles such as ETFs.
  • The AQR will be critical for certain European financial stocks, although much of the repair work to balance sheets has already be put in place.

The event continues tomorrow with presentations from Allianz Global Investors, Amundi Asset Management, Artemis Fund Managers, Invesco, Kames Capital and M&G, before continuing through Friday with speakers representing Banor Capital, Goldman Sachs Asset Management, Ignis Asset Management, Jupiter Asset Management and Lord Abbett.

To follow all the latest updates as the conference is on, make sure to search for #FSSUMIT on Twitter, or follow @InvEurope.



Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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