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Opinion

Veritas: How to scramble the euro-egg into an omelette

The euro could end up in an omelette. Chaos over Greek politics; where new elections will be held in June; the level of bad loans in Spain's banks portfolios at its 18-year high; recession in Italy where the economy shrank by 0.8% in the first quarter; and anxiety over unemployment figures in Southern Europe.

21 May 2012
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JP Morgan AM's Dan Morris shares his thoughts from Athens

I was in Athens last week. On the surface, everything appeared calm; there were no riots or strikes while I was in town. Restaurants in the centre were busy. Traffic heavy.

21 May 2012
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Robert Farago at Schroders Private Banking outlines steps in case of Grexit

Some answers about what to do should Greece leave the eurozone have been provided by Robert Farago, head of Asset Allocation at Schroders Private Banking.

21 May 2012
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Fidelity Worldwide Investments' Rossi and Wells comment on European situation

Dominic Rossi, Global CIO Equities at Fidelity Worldwide Investment and Andrew Wells, Global CIO Fixed Income see politics as the key to making Europe an attractive long term investment proposition.

21 May 2012
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Veritas: The deafening silence from Brussels

Greece's membership of the Eurozone looks more precarious by the day, and the tortuous negotiations of the last few months have come to nothing - the situation has reverted to that of mid-2011, or even worse, since some of the "lines in the sand" drawn then have now been crossed.

17 May 2012
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Giant leap not small steps required to save Spain's banks, says F&C's Ted Scott

Ted Scott, director Global Strategy at UK manager F&C believes an EU-IMF bailout will be required before the end of 2012 to stop the Spanish banking and broader financial crises.

17 May 2012
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Threadneedle goes overweight cash to prepare for equity buying, says CIO Burgess

Mark Burgess, chief investment officer of Threadneedle Investments has confirmed the manager is overweight cash as it prepares for lower equity prices.

15 May 2012
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Hollande on "collision course" with Merkel, says Jersey's Geoff Cook

Jersey Finance CEO Geoff Cook sees a danger of financial centres being attacked by governments of countries such as France, should the bond markets punish any u-turns on austerity measures.

14 May 2012
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Shattering four myths about the Foreign Account Tax Compliance Act: Why FATCA can and should be repealed

James Jatras, principal of Squire Sanders Public Advocacy, a Washington-based government relations firm, believes FATCA will be repealed once its cost to ordinary Americans becomes apparent.

11 May 2012
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SIG multi asset manager John Ventre asks if gold is now a crowded trade

John Ventre, portfolio manager Spectrum and multi asset funds at Skandia Investment Group believes gold remains a poor investment.

11 May 2012
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Delphi's Espen Furnes sees higher risk of Greece exiting eurozone

Espen Furnes, manager of the Norway based Delphi Europa fund, has commented on the outlook for European assets in the wake of the recent French and Greek elections - including the hightened risk of Greece exiting the eurozone.

10 May 2012
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Sun shines on long term Spanish outlook says Argonaut's Barry Norris

Barry Norris, partner Argonaut Capital Partners and manager of the Ignis Argonaut European Alpha fund says that once the hangover from Spain's property bubble is over, the prospects for its economy are good.

10 May 2012
Construction cranes in the city

Franklin Templeton Real Assets Advisors' Joyce Shapiro considers the future of infrastructure investments

Joyce Shapiro, managing director of Infrastructure and Real Resources at Franklin Templeton Real Assets Advisors, suggests the infrastructure theme remains strong across both emerging and developed markets.

09 May 2012
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Joyce Shapiro von Franklin Templeton Real Assets Advisors diskutiert die Zukunft von Infrastruktur-Investments

Es besteht kaum ein Zweifel daran, dass Infrastruktur als Anlageklasse eine spannende Zukunft bevorsteht.

09 May 2012
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Sharps Pixley's Austin Kiddle explains gold's puzzling drop on election outcomes

After the game-changing election results in Greece and France on Sunday, one may be puzzled by the price action of gold relative to other markets this week.

09 May 2012

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Events

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InvestmentEurope Fund Selector Forum France

InvestmentEurope's country specific forum for France takes place in Paris on 22 May 2012.

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InvestmentEurope Fund Selector Forum Italy

InvestmentEurope's country specific forum for Italy takes place in Milan on 12 June 2012.