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.
17 November 2014
Zero GDP growth in France and plunging exports in Germany, Annabelle Williams analyses if the eurozone's core economies are on the brink of a recession - again
27 October 2014
Peripheral Europe economies are diverging and investors should think of Spanish and Italian sovereigns as a rate trade, not a credit play, explains Carmignac's Sandra Crowl.
07 October 2014
Erik Landgraff, portfolio manager on the SKAGEN Kon-Tiki fund, explains the best way to take advantage of forced sellers and situations where supply and demand for shares are out of balance
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.
27 May 2014
Spain is still a risk-on play, but its restructured banking sector provide a good way to play the recovery, explains Mirabaud's Antonio Hormigos.
14 May 2014
Niall Gallagher, the manager of the GAM Star Continental European Equity fund, has been buying businesses exposed to the recovery in the European periphery as he seeks to maintain his fund’s impressive track record.
06 May 2014
Fears China’s burgeoning shadow banking sector is heading for a hard landing are growing. Annabelle Williams talks to managers about the potential knock-on effects on the investment market.
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
03 March 2014
Companies geared to the once-struggling peripheral nations of Europe are back on track, says Jim Campbell and Francesco Conte, managers of the J.P. Morgan European Smaller Companies trust.
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.
09 January 2014
David Jane, founder of Darwin Investment Managers, has named the five investment themes he is backing in his multi-asset fund to outperform this year.
12 November 2013
Sebastian Kahlfeld, fund manager at Deutsche Asset & Wealth Management, explains why locally produced goods, are helping Sub-Saharan African countries create a new ‘emerging’ middle class.
04 November 2013
European equity funds focusing on value stocks have posted almost double the returns of their growth-oriented rivals this year, as cyclical companies and the European periphery outperform quality growth plays.
Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond.
Warren Hyland, lead portfolio manager of the Muzinich Emerging Market Short Duration fund, analyses the performance of emerging market debt and prospects for 2015.
Global growth looks pretty uninspiring, and there is much uncertainty on the horizon. But now is the time to load up on equities, says Christopher Mahon from Baring Asset Management.
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