Emerging Europe
Franklin Templeton’s Hasenstab: The contrarian case of Hungary
Michael Hasenstab, CIO, Global Bonds at Franklin Templeton's Fixed Income Group explains why Hungaria is an attractive case for unconstrained, contrarian investments in fixed income.
RenAsset's Sherman sees recovery in Europe
Jesse Sherman, portfolio manager at Renaissance Asset Managers, answers a Q&A on the recovery in the European periphery.
Russia: Ukraine unsettles the bear - Schroders comments
In the second of a four part series looking at the BRIC regions, Craig Botham, Emerging Markets Economist at Schroders, shares his views on Russia.
Societe Generale Securities Services gets pension fund mandates in Serbia
Societe Generale Securities Services (SGSS) in Serbia has been mandated by four major Serbian pension funds to act as their custodian and depositary bank.
BlackRock Emerging Europe delivers strong performance on fifth anniversary
BlackRock Emerging Europe Trust plc. has reported that in the five years to 30th April 2014 the trust has outperformed its benchmark the MSCI EM Europe 10/40 by 17.0% on a share price total return basis.
Russian sanctions and UK real estate, Central London Residential comments
As fresh sanctions are announced against Russia, Naomi Heaton reflects on the fall out for Central London Residential.
Turmoil in Ukraine drives up market risks, says BlackRock's Koesterich
The situation in Ukraine is fast moving and highly fluid, says Russ Koesterich, BlackRock’s Global Chief Investment Strategist.
Barings' Cole provides investment update on the situation in Crimea
The geopolitical tensions surrounding the situation in Crimea, the Russian response and the consequent sanctions imposed by Western nations present an increasing source of risk within the global economy, says Andrew Cole, investment director of the Global...
Poland needs further reforms to make economy steady - OECD
Poland needs further reforms to put outperforming economy firmly back on track for sustainable growth, the OECD warns.
Underweight emerging markets - SGPB Hambros' Verleyen comments
Eric Verleyen, CIO at SGPB Hambros gives his market views following events in Ukraine.
European Commission offers €11bn package to Ukraine
The European Commission has announced a package of support identifying a number of concrete measures to assist economically and financially Ukraine.
UBP's Papp welcomes Ukraine's president departure
The departure of President Viktor Yanukovich from office is good news for Ukraine as it paves the way for a political resolution, says UBP's Zsolt Papp.
Turkish entrepreneurs optimistic - UBS-Campden Wealth
Business leaders are optimistic about Turkey's business prospects, with 88% of participants planning to expand domestic operations, a research conducted by Campden Wealth in collaboration with UBS revealed.
Winter Olympics 2014: Winners and Losers - UBP's Laberko comments
Pavel Laberko, manager of the UBAM Russian Equity strategy, on the effect that the Sochi games will have on Russian businesses and the economy as a whole.
Invesco Real Estates increases pan-European fund's assets to €1.3bn
Invesco Real Estate, the global real estate investment manager, has acquired two prime shopping centres - Galeria Kazimierz in Krakow, Poland and Queensgate Shopping Centre in Peterborough, UK, together representing a total investment of c.€425m and c.120,000...
Conviction based approach uncovers hidden gems in Eastern Europe
Leading up to the fifth anniversary of BlackRock's management of the BlackRock Emerging Europe, portfolio managers Sam Vecht and David Reid highlight the investment case for emerging Europe and provide strong arguments why investors should remain positive...
Russian economy growing but further reforms needed - OECD
The Russian Federation's economy is growing, but further reforms are needed to bolster future growth, improve the business climate and strengthen innovation, according to the Organisation for Economic Co-operation and Development (OECD).
Russia, China most attractive in 2014, says East Capital’s Svedberg
East Capital’s chief economist Marcus Svedberg has picked out Russia and China as among the most attractive markets next year, as he sees continued divergence in performance levels.
Turkey needs to restrain domestic demand, says Ashmore's Dehn
Turkey's macroeconomic adjustment will be gradual and manageable, according to Jan Dehn, head of Research at Ashmore.
Societe Generale gets mandate on Romanian fund
Societe Generale Securities Services has been appointed by Fondul Proprietatea to act as its custody and depositary agent bank in Romania.
East Capital’s Marcus Svedberg identifies triggers for a revaluation of Russia
Marcus Svedberg, chief economist at East Capital, has identified factors he says could result in a revaluation of Russian assets.
Turkey tackling weaknesses, says Fitch
The Central Bank of Turkey's decision to increase its overnight lending rate shows that the country is aware of the risks presented by currency weakness, high inflation and falling capital inflows, says Fitch Ratings.
Turkey remains on track despite recent political issues, says East Capital manager
Turkey has recently been subject to civil unrest, sparked by plans to demolish a park in the centre of Istanbul, the commercial capital of the country, but Emre Akcakmak, portfolio manager at East Capital says the investment fundamentals of the country...
