03 April 2014
John Redwood, chairman of the investment committee at Charles Stanley Pan Asset, analyses the risks – from Russia to energy legislation – which have appeared in Europe in 2014
03 April 2014
High-yield returns will be more muted than in previous years as the cycle continues to compress valuations, according to David Ennett, manager of the Higher Income and European High Yield Bond funds at Standard Life Investments.
02 April 2014
All ships rose with the tide during last year's EU market rallies. For those investors worried about upside potential from here, Henderson's European growth manager Simon Rowe highlights the sectors where European companies have a world-beating competitive edge.
17 March 2014
Andrew Neville, manager of the Allianz Global Small Cap Equity fund, has said the best value stocks across global markets can now be found in Southern Europe, following rallies across most of the globe.
12 March 2014
S.W. Mitchell Capital has expanded its equity fund range with the launch of a UK recovery fund for Brian Cullen.
10 March 2014
Emerging Europe will not currently be on investors' radar, but David Reid, portfolio manager of the BlackRock Emerging Europe trust, looks at the opportunities available in countries such as Turkey
21 February 2014
UBS Wealth Management’s research team is finding better value opportunities in Europe than in emerging markets, pointing to the latter's political instability and lack of earnings momentum.
17 February 2014
With markets having wobbled at the start of 2014, Stephanie Flanders, chief market strategist for UK and Europe at J.P. Morgan AM, analyses the global recovery and tells Investment Week where the next investment opportunities may lie.
17 February 2014
How corrupt is our industry? I use the word ‘corrupt’ because this is surely the only inference that someone outside of the sector could take, from the inducement and bribery rules within financial services.
10 February 2014
Asia is one of the best places for higher-yielding opportunities, a universe which is almost the same size as Europe, the US and the UK put together, says Paul Hilsley, senior fund manager at Legal & General Investment Management.
06 February 2014
Vodafone, the second largest mobile operator in the world, has seen a sharp fall in revenue due to lack of demand and increased competition in Europe.
03 February 2014
Last year was heralded as the end of the bull market in bonds, with investors tipping a great rotation into equities as interest rate rises loomed.
31 January 2014
The S&P 500 saw its biggest gain in more than a month on Thursday, supported by technology stocks and strong GDP data.
22 January 2014
Investors are better off looking away from the US for their developed market equity exposure, Cazenove Capital multi-manager Marcus Brookes has argued.
21 January 2014
Robert Jukes and Edward Smith, global strategists at Canaccord Genuity Wealth Management, have listed five key investment themes for the new year.
The new JPX-Nikkei 400 index launched in January as part of a package of measures aimed at increasing the value of Japanese financial assets. But can it help maintain the revival in the region? Annabelle Williams reports.
Why are there often such differences in the performance of investment trusts and open-ended counterparts run by the same managers, asks James Burns, head of the multi-manager team at Smith & Williamson.
The steady eddie water utility stocks should have been casualties of the improving economy. But this sector has outperformed the All-Share so far this year. Rathbones' Alan Dobbie explores this 'intriguing' performance.
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