A selection of key moments caught on camera from InvestmentEurope's recent Stockholm Forum have been published.
Austrian asset manager Spängler IQAM Invest believes the application of a scientific approach is the secret to its success and growth in the country's institutional market for balanced funds and bond portfolios.
Capital Strategies Partners is using particular databases to find managers of niche active management strategies, and bring their capabilities and products to market.
Sub-Saharan Africa offers investors attractive demographics and fast growth, but private equity is often the only way of gaining exposure.
As the Spanish fund industry consolidates - and parent banks merge or are taken over - there will be fewer private bank fund selectors and changes to access third-party funds.
At a conference focused on absolute return in Vienna, investors expressed fears that regulators may be ‘overshooting’ and discuss ways out of the low-interest-rate environment.
INVERCO, the Spanish fund management and pensions body, has proposed a number of reforms to boost the sector it says is languishing.
“We do not run away”. Bankers and regulators at an investment conference in Vienna dispel fears of disorderly deleveraging.
We may be facing a low growth economy, but there are still companies increasing their profits, just not always where you expect to find them, writes Stephen Message, manager of the Old Mutual Equity Income fund.
It’s a tough market to break into, but external funds groups believe Spain is worth the effort.
Spanish investors have been redeeming fund investments through the financial crisis, but one sector is managing to attract interest.
Jean-François Hautemulle reshuffled the fund selection process at UniCredit Private Bank. Based on a truly pan-European approach, he tries to promote transparency and avoid bad surprises.
“Oxymoron – a figure of speech that combines contradictory terms.” Fraser McKenzie of 47 Degrees North, based in Pfäffikon in Switzerland, says advisers should look closely at the promises and delivery of Alpha Ucits.
Europe's financial crisis and its effects on the region's banks are discussed by Dirk Wiedmann of Rothschild Wealth Management and Matthias Hopppe of Franklin Templeton, while Farmland Principles are explained by Zurich-based Adveq and its managing director...
In an investment climate dominated by macroeconomic and political developments, individual corporate fundamentals are being ignored. This makes for arduous conditions for bottom-up stock pickers.
Africa has never been better placed for growth than it is now, according to Anthony Eaton, manager of the JM Finn Global Opportunities and JM Finn Africa funds.
Low sentiment could mean positive surprises, according to Kully Samra, UK branch director at Charles Schwab.
Global-listed infrastructure has continued to outperform global equities, driven by investors seeking low-risk business models that are relatively immune to a rapidly worsening global economic outlook.
Eastern Europe has managed to improve its economic fundamentals since the economic slump in 2008. Yet investors remain skittish and fear that the crisis in the eurozone might spill over to Emerging Europe.
A selection of key moments caught on camera from InvestmentEurope's recent Geneva Forum have been published.
Although the government may fail to impress, plenty of evidence suggest strength across the corporate landscape, says Chris Taylor, head of research and fund manager of the Neptune Japan Opportunities fund.
The RMB bond market continues its lift-off trajectory since the market effectively opend up in 2010, says Geoff Lunt, investment director Asian currencies at HSBC Global Asset Management.
Egypt is looking forward to a new future after its part in the Arab Spring. It all starts with elections this month, which need to be backed by sound economic policies.
The chief economist of Bank Austria proposes an “easy”, though painful, solution to Europe’s debt mess.
As if their investment decisions are not difficult enough, fund managers have the added complication of deciding whether they are facing inflation or deflation.
The most efficient size of fund and the question of whether to prefer large fund houses or boutiques is discussed by selectors such as Bruno Pennino at FinecoBank and Ansgar Guseck at Sauren.
Financial repression is a stealthy, politically easy way to tax investors. It is on the rise, and investors in developed and emerging markets alike need to pay attention.
Market volatility set to remain a market fixture in the US, suggests Grant Burghman, client portfolio manager of the UBS US Growth fund.
Quality areas of the high yield market appear fundamentally cheap, says Steve Logan, head of European high yield at SWIP.
Sarah Clar-Boson, CEO of Geneva-based Palladio Alternative Resarch, explains how selection is done on behalf of clients.
The ongoing financial crisis is reshaping business models in Europe’s asset management industry, and there is more turbulence to come, Schroders’ vice chairman Massimo Tosato tells InvestmentEurope.
Javier Uribarren at Stenham, Nizam Hamid at Lyxor AM, and Michael Azlen at Frontier Investment Management are among the selector voices speaking out on global macro strategies, tradability and managed futures.
Today’s market environment is tricky, note Philippe Lecoq (pictured) and Olivier Huet at Edmond de Rothschild. Volatility is high and investors are expecting the worst: sovereign defaults in Europe, a double dip in the US and weakness in the banking sector....
Six more fund selectors have given their views on issues such as volatility, gold and correlation between assets affecting their choices.
The eurozone crisis threatens a strategic danger, according to Julian Lindley-French, one of the top thinkers in the art of war and chief editor of the forthcoming Oxford Handbook on War.
Since US shoppers have been forced to tighten their belts, the scouts are out for a new group of consumers to fill the global spending void. Asia’s new bourgeoisie seem to fit the bill.
Tristan Hanson, head of asset allocation at Ashburton, suggests that valuation triggers and liquidity should be priorities for asset allocators in the current environment.
Greg Aldridge, fund manager of the M&G Global Growth Fund, answers some frequently asked questions on the minds of many advisers.
Emerging markets were caught up in the global equity rout over the third quarter. But was this a justified correction or has indiscriminate selling created compelling valuation opportunities?
The misconceptions of the risks associated with investing in Africa are most acutely expressed within the valuations of local African debt markets, says Mahan Namin, a portfolio manager at Insparo Asset Management.
While the economic and policy environment in Europe remains uncertain, European equity portfolio managers at T. Rowe Price believe the recent market correction has resulted in an increasing number of attractive investment opportunities.
We have moved into a new phase in the euro crisis. The latest IMF and World Bank meetings provided the backdrop for intense discussions on the future of the euro and the need for action.
Gold is one of the assets mentioned in this roundup of views from fund selectors on prognosis, price, volatility and tail risk.
Unemployment will not drop until 2016, according to models prepared by Russell Investements.
InvestmentEurope’s first Conjecture* debate brought together experts in the field of emerging markets to debate the macro, micro and technical arguments in favour of this asset class.
Taking growth, debt and political factors together, it seems rating agencies and the markets have got something seriously wrong, says East Capital’s chief economist Marcus Svedberg.