22 May 2015
GAM’s European equities manager Niall Gallagher has predicted European equities could double in the near term as the region is supported by a number of tailwinds.
10 December 2014
Negative sentiment towards Europe’s economic prospects has caused valuations in many cases to become very attractive, says Barings' Nick Williams.
25 November 2014
Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.
24 February 2014
Andrew Walsh, head of ETF sales UK and Ireland at UBS Global Asset Management, explains how a transparent hedging strategy can reduce currency risk and optimise portfolio returns.
12 December 2013
Mainstream emerging markets may have remained thoroughly out of favour this year, with developed nations driving global equity returns, but surprises can still be found in the top ten markets of 2013.
18 April 2013
The IMA is to create a “classy, comprehensive and responsive” help centre for fund groups looking to set up shop in the UK.
09 April 2013
Nick Leeson, the trader whose wrong-way bets on Japanese stocks ruined Barings Plc, is joining a mediation firm to advise Irish borrowers looking to renegotiate debts following the real estate collapse, according to reports.
11 February 2013
Leading fixed income managers have been adding exposure to peripheral eurozone bonds as value dries up in the investment grade corporate space.
17 September 2012
Four years after Lehman Brothers suffered the largest bankruptcy in US history, a former vice president at the investment bank has warned the financial system is on a ‘collision course’ for another 2008-style event.
17 July 2012
Investors are now paying to hold European Financial Stability Facility debt, after six-month t-bills sold at a negative yield at auction for the first time ever.
06 July 2012
With banks hitting the headlines for all the wrong reasons, Joanna Faith asks financials managers whether the recent volatility has provided a good buying opportunity or whether there is better value elsewhere.
05 July 2012
Invesco Perpetual's Stephanie Butcher has moved overweight Spain and added names from Ireland and Portugal to the European Equity Income fund, taking the view stocks are "too cheap" and investors are over-paying for core, defensive names.
05 July 2012
The Republic of Ireland has returned to the capital markets for the first since it received an international bailout in 2010.
22 June 2012
Franklin Templeton's Michael Hasenstab has said there will be no Armageddon in the eurozone, and urged investors to take advantage of short-term market inefficiencies.
18 June 2012
Niall Gallagher, European equities manager at GAM, has found value in unloved peripheral European equities overlooked by risk-averse investors.
Amaya Assan, senior investment research analyst at Square Mile Investment Consulting & Research, highlights five standout European managers and identifies what makes them so compelling.
Stacey Ash, investment manager at iFunds Asset Management, takes a closer look at the next generation of trend-based strategies and how they can be used in portfolios.
Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
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