23 March 2015
Fund managers have backed Italian banks to continue driving European equities higher this year, aided by a more supportive macro backdrop and beneficial domestic reforms.
27 February 2015
Rob Burnett's decision to retain a contrarian position to peripheral banks in his Neptune European Opportunities fund has dragged on performance in recent years.
14 October 2014
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’
09 June 2014
This month marks Italian Prime Minister, Matteo Renzi’s, 100th day in the job. Douglas McNeill, investment director at Charles Stanley, analyses his performance so far, and the challenges ahead.
22 April 2014
Manu Vandenbulck, senior portfolio manager, ING Emerging Markets High Dividend and Europe High Dividend funds, says whilst peripheral Europe's recovery still has a long way to go, their strong performance shouldn't be ignored
24 February 2014
Investor confidence in Europe has been constantly eroded by a series of crises over the past few years. Now, at the start of its recovery, Andrew Parry, CEO of Hermes Sourcecap, says it is important not to panic over a market correction.
20 January 2014
John Redwood, chairman of the investment committee at Charles Stanley, warns 2014 is a year for caution as the US cuts back its bond-buying programme.
20 January 2014
Claire Long, manager of the Premier Global Power and Water fund, explains why rather than creating risk, regulation can drive earnings visibility and dividend sustainability – regardless of economics.
08 January 2014
Andreas Zoellinger, co-manager of the BlackRock Continental European Income fund, says investors should not be swayed by the headlines
08 October 2013
Following six consecutive months of contraction, the eurozone successfully returned to growth in Q2 this year, with GDP increasing at a better-than-expected rate of +0.3% quarter-on-quarter (QoQ).
30 September 2013
Investors fled Italian equities on Monday morning as political tensions resurfaced in Italy, while fears of a potential US government shutdown also impacted markets across Europe.
20 September 2013
Ahead of the results of the German federal election this week, Hardeep Tawakley asks fund managers how they are positioning their portfolios in the region.
02 August 2013
Shares in the Royal Bank of Scotland dropped as much as 6% after the bank reported its half year results and announced its new CEO.
29 July 2013
Stuart Thomson, chief market economist at Ignis Asset Management, explains how Europe’s peripheral economies could plunge the eurozone into a new crisis.
15 July 2013
Ignis Asset Management’s Stuart Thomson has identified five countries across Europe which could be the epicentre for the next leg of the region's financial crisis.
Delegates heard presentations from five fund managers explaining some of the key calls that have benefitted performance at our Market Focus 2015: Absolute Return last month.
Mona Shah examines the diverging fortunes of emerging market countries as the strong dollar and an expected rise in US interest rates take their toll.
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