09 July 2015
Structural reforms are opening up the Spanish market to alternatives managers and lenders again, writes Squircle Capital managing partner José Caireta
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.
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.
12 March 2015
Shares in TSB Banking Group have soared after news emerged it is in takeover talks with Spanish bank Sabadell.
13 February 2015
On one of the three Friday the 13ths in this year's calendar, RWC's Ian Lance outlines a number of strange scenarios currently observable in financial markets.
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.
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.
Jake Robbins, senior investment manager at Premier Asset Management, analyses the performance of the Asian markets in the first half of the year.
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