Tawhid Ali, manager of AB European Equity Portfolio, explains why European investors should turn off their Twitter feed and focus on company fundamentals. By concentrating on companies that are less exposed to regional instability, we think investors can discover resilient sources of return potential and avoid being held hostage to political headwinds. Investors have reason […]
Asset managers should do all they can to embrace technology developments or risk sliding out of contention as providers of investment products and services, according to the findings of research into fintech changes affecting the industry. SEI’s paper titled The Upside of Disruption: Why the Future of Asset Management Depends on Innovation comes as an […]
Inversis fund selector Eduardo Anton has said that the risk-off environment in Spain means managers are being asked about their contingency plans if Spain were to leave the euro.
Thor Udenaes, manager of the SEB Globalfond in Sweden, believes it is time for investors to recognise that social media companies are not part of a short term bubble, but any investment consideration should beware the risks involved.
Fund analyst and head of mutual funds selection and ETFs at Spain’s Inversis Banco (@inversis), Eduardo Anton (@eduanton) is also the founder of blog ETF Room (@etfroom), where he shares his views on the asset class.
On October 2, Investment Europe will host a live Twitter interview with Italian financial reporter Fabrizio Goria (@fgoria).