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EUROPE
Burnett boosts cash on Europe debt and double-dip concerns
08 Mar 2010 | 08:00
Neptune’s Rob Burnett has built up a 10% cash weighting in his European Opportunities fund and is continuing to position defensively in response to the region’s recent economic concerns.
Pimco’s El-Erian outlines ‘new normal’ scenarios
CEO’s baseline scenario is muted economic growth with muddled policy response
08 Mar 2010 | 08:00
Mitchell: Greece debt could infect Euro banking system
Aegon manager warns of possible knock-on effect from struggling European countries
01 Mar 2010 | 08:00
Other news
- Casson shorts Spanish stocks on debt strife
- Recovery favours tech and healthcare stocks - Bennett
- OBSR suspends McCarron fund rating
- Gartmore’s Guy sees European upswing
- No debt Estonia will bounce faster, says Oxford
- Newton's Beevers flags high yield opportunities on Continent
- New OBSR ratings for 14 funds
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Looking for growth in Western Europe
Over the next few years we should see a sustained period of moderate global economic growth, albeit more subdued than previous economic recoveries.
The balance of European economic data still positive
This week’s panel debates the experience of investors in the European equities sector
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Listen in to our regular debates on all areas of the investment industry, in association with Standard & Poor's. The most recent sees Alec Young, global equity strategist for the US, Europe and Asia, and Julian Chillingworth, chief investment officer at Rathbone discuss the economic outlook. Jon Stapleton, Professional Pensions news editor, chairs.
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The small-cap effect
Smaller companies may outperform for a multi-year period, says Gartmore's Gervais Williams.
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