Hansueli Jost is manager of the Julius Baer Euroland Value Stock fund. Following his address to delegates at Investment Week's Funds to Watch event in London earlier this month, he explains the current trend for improving corporate profitability in the...
Aviva Investors Multi-Strategy Target Return
F&C becomes BMO’s ‘European centrepiece’
‘Better economic performance is the biggest threat to investors’
It has been a tough few years for European managers, as the Continent has failed to recover from the blows dealt by the crash in 2008. This year, the pressures have escalated, with recession threatening in several eurozone states.
Jean-Sylvain Perrig is the Chief Investment Officer at Union Bancaire Privee. He tells Alice Rigby why there will be opportunities in the US for some time to come and what a bout of positive trading in Japan means for his portfolios.
'We will not be hiring any more big names'
'Investors in big oil stocks should be very nervous'
‘Property is our favourite asset class of 2014’