21 August 2014
With Greece already in the grip of deflation, and other economies teetering on the edge, Emile Gagna, economist at Candriam Investors, analyses how investors should react
15 August 2014
It should be plain sailing for investors in shares this summer. The world economy is growing this year, and should do so again next year at a reasonable pace.
11 August 2014
There is more than one reason that this fund is one to watch. As well as being relatively small at £137m, property is finally back in vogue after many years of being ignored by the investment community. Memories of 2008 are finally dissipating.
08 August 2014
Central banks' juggling act in trying to stimulate inflation but cool inflated asset prices is causing "schizophrenic" policy decisions in Europe. The trouble is, low inflation is necessary, argues Andrew Parry from Hermes.
04 August 2014
Portugal's €5bn bail-out of Banco Espirito Santo is an idiosyncratic event and Europe is still home to some quality banks, explains Carmignac Gestion's Jean Medecin.
29 July 2014
Standard Life Investments has recruited a manager from SWIP to run its European Smaller Companies fund, raising questions over whether Ignis' Ian Ormiston will make the move to SLI.
29 July 2014
With UK markets having underperformed many European indices in recent months, and the prospect of interest rates rising very soon, Raj Tanna, portfolio manager at J.P. Morgan Private Bank, analyses the future for UK equities.
29 July 2014
BlackRock has soft-closed its European Opportunities Extension fund at £540m to protect investors.
24 July 2014
Psigma's Tom Becket has taken profits in Europe after valuations became "unjustifiable".
23 July 2014
European equities look attractive on valuations grounds and Alken Asset Management’s Nicolas Walewski has been hunting for undervalued stocks with high potential returns.
22 July 2014
In recent years, investing in Europe's periphery has often lead to very binary outcomes. Argonaut Capital's Greg Bennett explains how the region is cleaning up its act.
22 July 2014
Charging performance fees defeats the object of income funds, according to Charles Montanaro, CEO of Montanaro Asset Management, who has moved to scrap all charges on his own income product this year. Hardeep Tawakley reports.
21 July 2014
With banks offloading assets and the Spanish stock market on the up over the past 18 months, some see now as a good time to invest in one of the biggest losers of the eurozone crisis.
17 July 2014
Investors are taking profits on European equities due to concerns about the impact of ‘hot money’ flows, poor earnings growth, and the strength of the euro.
15 July 2014
Ian Gunner, manager of the Altana Hard Currency fund, explains why the European Central Bank may need reinforcements from the US to prevent the euro rising further.
While corporate debt has grown at an unprecedented rate globally since 2008, Italy’s lenders are finally beginning to offload a record amount of ‘bad loans’
James Burns, head of multi-manager at Smith & Williamson, looks at four alternative asset classes in the closed-ended space which could offer growth alongside core holdings.
With monetary policy weakening the yen and a consumption tax rise at home, Japan's multinationals are the key to solving the country's problems - and the best bet for investors, says Neptune's Chris Taylor.
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