Norwegian manager Skagen has discussed the performance of its flagship equity fund Kon-Tiki through May.
Factors such as quality and volatility remain crucial in determining key European equity investments, according to the views of Marcus Morris-Eyton of Allianz GI, Thorsten Paarmann of Invesco and Sofia Antropova of iShares, who have all taken part in InvestmentEurope’s latest Viewpoint programme.
Neil Woodford, formerly of Invesco but now heading his own asset management business – Woodford Funds – has recently answered questions from investors about his new path at the Fidelity Wealth Investment Conference in London.
There are still great opportunities in European equities, according to the views of Marcus Morris-Eyton of Allianz GI, Thorsten Paarmann of Invesco and Sofia Antropova of iShares, who have all taken part in InvestmentEurope’s latest Viewpoint programme.
Henderson’s member of the Global Equity Income Team explained why it is the right time to invest in the asset class at InvestmentEurope Pan-European Summit in Lausanne.
Martin Currie’s investment director Japan Claire Marwick talks about the presentation she has been giving at InvestmentEurope’s Pan-European Summit in Lausanne.
InvestmentEurope has published a video showing highlights of its first Pan-European summit of the year in Lausanne, which took place on 9-11 April.
The outlook for US corporate earnings and what this suggests about valuations is the focus of Russell Investments chief investment strategist Erik Ristuben.
Hilde Jensen, portfolio manager on the Skagen Kon-Tiki fund, has provided comment on the performance of the portfolio through the first quarter of 2014, and the trends in emerging markets it is seeing.
Pierre Gramegna, minister of Finance in Luxembourg, has outlined his priorities as they affect the country’s fund industry.
Pimco’s Italy country head Alessandro Gandolfi notes focus on fixed income market among clients.
Regina Borromeo of Brandywine Global and Iain Lindsay of Goldman Sachs Asset Management have taken part in a Viewpoint debate considering the impact of China on the global bonds market.