Is deflation the key threat to the eurozone? When are interest rates going to rise? When will the ECB launch its widely anticipated purchases of ABS? Selectors and managers have given their views.
For fund selectors based in the eurozone periphery, the pace of recovery takes on significant additional meaning as both local and foreign investors wonder if the improvements seen thus far will stick.
2014 has rapidly turned into the year of geopolitics. Here are some of the key developments.
Although it cannot be said that women necessarily bring better performance to financial services, additional diversity in the area of selection may produce interesting improvements.
Selectors are increasingly being asked to consider the merits of ‘smart beta’ on behalf of their clients, but opinion on its role in providing superior risk adjusted returns is not clear cut.
After a prolonged period of outflows and a drop in investor sentiment, the Spanish asset management industry seems to be undergoing a period of recovery.
The past year has seen a sharp turnaround in attitudes towards property, as the asset class gathers momentum.
Social Responsible Investing (SRI) is gaining ground across the European asset management industry, but Italy's is still weighted to the retail investor.
As investors continue to question the great rotation from fixed income to equity, and ponder emerging markets developments, it may be time for allocators to consider convertible and catastrophe bonds.
The distribution of funds is changing in Italy, highlighting the role and definition of independent advisers.
22 July 2013 is a day that will either unleash great potential from alternative investment funds and managers, or result in a regulatory quagmire.
Strong demand for emerging market debt and equity assets should remain, according to experts in the field.
Mussie Kidane of Pictet Wealth Management says the evolving nature of selection means there must be scope to consider funds of different size and age.
Pia Nilsson, CEO of the Swedish Investment Fund Association - Fondbolagens förening - says efforts to boost investor knowledge and confidence are among her top priorities.
Nextam Partners CEO Carlo Gentili believes local boutiques are shaking up Milan's mature asset management industry with a new level of dynamism and diversity.
Not all the news from Spain’s financial sector is downbeat. Family-backed firm March Gestión de Fondos is pushing out across Europe.
Italian asset manager Azimut explains the attraction of doing business in countries such as China, Turkey and Brazil.
Investors chasing yield have been warned by allocators that they should not be chasing coupons at the expense of safety.
Asset managers are building up their real estate teams and offerings as investors appear ready to contemplate a return to the asset class.
The threat of inflation surging in the long term as current monetary policies run their course is being flagged by a growing number of allocators.
The struggle to find yield from the most liquid assets is leading fund managers and asset allocators to consider different types of liquidity in their portfolios.