Europe

Now accounts for more than a third of global assets

Does ESG change the debate?

This month the Fed surprised by moving its dot plot for 2023 to include two rate hikes - a hawkish divergence from the one rate hike that markets were expecting would be signalled.

Deep Dive into European equities

Managed by BlackRock’s $82bn Systematic Fixed Income team

Managed by newly-acquired Robeco team

Woodford and SFDR top the list

Mixed Asset funds top IA sector flows

It is a well-known saying in investment circles that asset allocation drives 90% of returns. With this figure in mind, it is relatively easy to see why investors have overlooked European equities for several years.

Funds need to rethink approach to ESG criteria