Despite being among the best performing sectors of the past year, many asset allocators have been underweight Europe or had no exposure at all until very recently.
And it is easy to see why. The eurozone debt crisis has rumbled on, with many southern European nations nearing default or appealing to the ECB and IMF for bailouts. However, there was a turning point...
Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.
Also founder of Ascentric
Impacted by costs of Vision acquisition
Simon Currie, private investment funds partner at global law firm Morgan Lewis, examines how 'third country regimes' work and the implications for asset managers if an independent UK was allowed access to the EU single market.
Looking at potential Pioneer IPO