After two years of flat earnings, Mark Hargraves, manager of the AXA Framlington European fund, anticipates that 2014 will be the year that European investors finally start to experience an earnings recovery.
Lyxor Asset Management has launched Ucits ETF EUROSTOXX BANKS on NYSE Euronext, an ETF providing exposure to the main eurozone banks selected among the EURO STOXX index according to ICB classification.
Investor optimism over the global economic recovery and corporate profits has been dented as the tail risk associated with the US economy has escalated, though sentiment towards Europe has improved, according to the BofA Merrill Lynch Fund Manager Survey for October.
US yields to rise faster than EU yields, according to Sara Yates, Global FX Strategist at JP Morgan Private Bank.
Nobel Laureate William Sharpe has shared his ideas on the arithmetic of investment fees, the education of investors, expectations for equity returns and financial innovations.
The euro could reach 1.27 against the dollar by the end of September, according to Andrey Dirgin, head of research at Forex Club.
2012 will be a difficult year for Portugal and the Portuguese asset management industry which will face rising competition fort scarce resources and an uncertain global environment.
Dr. Angela Merkel, Kanzlerin der Bundesrepublik Deutschland und Vorsitzende der CDU hat sich diese Woche in einer Rede auf dem 24. Parteitag der CDU zum Thema Europa und dessen Schuldenkrise geäuβert. Weiter unten finden Sie einige Auszüge ihrer Rede mit Kommentaren von Investment Europe.
The US credit rating downgrade, the continuing government debt crisis and sharp stock market declines have left investors shell-shocked. Senior officials from JP Morgan asset management outline their views on the crisis.
Economists from think tanks and banks alike predict a Greek default is likely, echoing the outlook given by ratings agencies in the week since a second bailout of the sovereign was agreed.