Investors are taking profits on European equities due to concerns about the impact of ‘hot money' flows, poor earnings growth, and the strength of the euro.
Europe has rallied over the past year, with a 23% gain from the MSCI Europe in the year to 9 July, compared with three-year growth of just 5%. The average fund in the IMA Europe ex-UK sector has returned...
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