24 July 2015
Sam Morse, manager of the Fidelity European Values trust, examines the tailwinds for his favourite banking stocks.
12 June 2015
Simon Cordery, head of investor relations and business development, investment trusts at F&C Investments, explores the extent to which market sentiment can affect trusts.
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.
The writing is on the wall for the fund factsheet (and it’s about time), writes Jeremy Mugridge. Here he explains how smarter communication will boost advice engagement.
Frontier market investors are weighing up the best ways to benefit from the opening up of the Iranian market, as a deal is reached to end 36 years of global sanctions against the country.
In our podcast for July, Anna Fedorova speaks to Square Mile's Richard Romer-Lee about the growing challenge the Investment Association faces with regards to existing and new sector classifications.
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