The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.
These types of macro consensus trades tend to present exploitable opportunities, although some optically cheap stocks will prove to be value traps. Bond managers prepare for volatility in Europe as...
Reducing volatility and maximising returns
Record organic asset growth
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle