After a prolonged difficult period, value stocks regained some lost ground in 2016, with major value indices outperforming their growth counterparts for the year. Is value poised for a rebound?
Analysis of market timing by Wim Antoons, head of Asset Management at Bank Nagelmackers, and member of the External Advisory Board Europe at Brandes Investment Partners, has been published by the Brandes Institute, reaffirming a number of widely held beliefs about the approach, but also noting some subtle differences as to the effects of when market […]
The InvestmentEurope‘s Pan-European Summit 2017 kicked off yesterday afternoon at the Beau Rivage Palace welcoming 73 fund selectors from across Europe. The first presentations running yesterday and today afternoon featured key strategies from Aberdeen Asset Management, Brandes Investment Partners, Lord Abbett, Nordea Asset Management, Old Mutual Global Investors, RWC Partners and Tokio Marine Asset Management. […]
InvestmentEurope‘s Pan-European Summit Lausanne started on 26 April with registration and lunch for delegates from across the region, before heading into boardroom sessions featuring Aberdeen Asset Management, Brandes Investment Partners, Lord Abbett, Old Mutual Global Investors, RWC Partners and Tokio Marine Asset Management. Ideas discussed on the first day included value in emerging markets, yields […]
Gerardo Zamorano, director, Investments Group at Brandes Investment Partners, will speak about emerging markets at the Funds Society Miami Summit 2017 to be held on 18-19 May at the Ritz-Carlton Coconut Grove, Miami. Zamorano will discuss how a region primarily recognized for growth is an ideal breeding ground for mispricing and how the flexible, bottom-up, fundamental […]
Christopher Garrett, director, Institutional Group at Brandes Investment Partners, will outline how to find value in emerging markets when he takes part in the upcoming Pan-European Summit Lausanne 2017. Garrett will outline how a sector that is typically thought of in terms of growth investments is actually offering mispricing that can be tackled through bottom-up […]
The Funds Society Fund Selector Forum New York 2016, which is being co-produced by InvestmentEurope‘s owner Open Door Media Publishing, has kicked off at the Waldorf Astoria in downtown Manhattan. In a series of boardroom sessions, presentations are being made by event sponsors Brandes Investment Partners, Carmignac, Edmonnd de Rothschild Asset Management and Henderson Global […]
The second day of the InvestmentEurope Pan-DACH Summit held at the Bayerischer Hof in Munich featured speakers from six asset management companies. The half day event included presentations by Edmond de Rothschild Asset Management, Brandes Investment Partners, Amundi Asset Management, Lord Abbett, BMO Global Asset Management and Old Mutual Global Investors.
European and US equities, emerging market debt and high yield were the key themes during the first InvestmentEurope Pan-DACH Summit held at the Bayerischer Hof in Munich. The two-day event, aimed at investors in Germany, Austria, Switzerland and Luxembourg attracted about 40 delegates from across the region. Mandarine Gestion’s portfolio manager Diane Bruno kicked off […]
The Funds Society Fund Selector Summit Miami 2016 has started its second day of presentations at the Ritz-Carlton in Key Biscayne, with presentations from Edmond de Rothschild, Schroders, Allianz Global Investors, Legg Mason Global Asset Management, Aberdeen Asset Management and Brandes Investment Partners. This is the second year that the Summit has taken place in […]
John Otis, institutional portfolio manager and Ian Sunder, president at Brandes Investment Partners will discuss value in European equities at the InvestmentEurope Pan DACH Summit held in Munich on 10-11 March. The team will argue that as global equity markets are seeing a divergence in performance and valuations, a value based bottom-up stock picking approach […]
Gerardo Zamorano, director, Investments Group at Brandes Investment Partners will discuss European equities at the upcoming Fund Selector Summit Miami 2016, taking place 28-29 April. Brandes is currently looking at value opportunities that have come to the fore becuase of divergence in performance and valueations across global equity markets. A number of these opportunities are […]