Cyclicals beginning to outperform
Investors are taking a cautious approach to the upcoming Italian referendum on constitutional reform, but say the market consequences of the vote will not be as serious as the Brexit vote or US election, whatever the outcome.
The luxury industry has entered a phase of consolidation. Luxury goods companies have to rethink strategies as the implosion of the gift-giving bubble, the store openings euphoria, and shifting consumption patterns have led to an increasingly competitive...
Latest report from Cerulli Associates
Roland Grender's talents as a stockpicker have made some of the most successful investors in the world sit up and take notice.
European markets are finding no shortage of things to worry about, whether it be the travails of the banking sector, the tortuous Brexit negotiations that lie ahead or the end of the European Central Bank's quantitative easing next March.
Amid 2017 European election uncertainty
For the first time in many years, central banks' mettle is about to be tested. This will happen most obviously in the US and UK but also in the eurozone.
Will be run by Greg Bennett
Growth is hard to come by as the global economic backdrop remains subdued, particularly in Europe, writes Crux Asset Management's Roland Grender.
Fund managers presenting to delegates at Investment Week's Channel Islands Summit explain how their investment strategies are helping them overcome market headwinds.
In Europe, the European Central Bank (ECB) remains the dominant driver for yields. This year, it has been willing to extend the pace of quantitative easing (QE), add other instruments to the eligible pool, and signal new stimulus should it be warranted....
Passive funds delivering better results
Marcus Morris-Eyton, in Allianz's European equities team, looks at the outlook for earnings in Europe, following six years of non-growth.
Lyxor UK's European debt team to join Tikehau
Smart-beta ETFs in Europe have experienced record inflows in 2016 so far with assets under management (AUM) reaching $30.6bn; a 40% increase from the $21.6bn seen in 2015.
The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.
Arif Husain, head of international fixed income at T. Rowe Price and manager of the Global Unconstrained Bond fund, discusses the impact of Brexit on Central and Eastern European issuers and the investment opportunities emerging in the region.
Beginning to look attractive
Previously 22 November
Firm reviewing its European strategies
The investment approach of five managers
Brand strength offers valuable pricing power in Europe