Alken sees big bank opportunity
Nicolas Walewski, manager of the Alken European Opportunities Fund expects certain European banks to outperform in the coming months on the back of a steepening of the yield curve.
Alken Asset Management
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Staying on course through the macro headwinds
It was the 2008 financial crisis, not the eurozone’s troubles, which taught Alken founder Nicolas Walewski the most valuable lessons about macro swings.
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PA ANALYSIS: Why banks are the real election winners
With the election done and dusted, predictably it is the banks that are the first under the spotlight. But should investors follow the Treasury’s example and use recent strength as an opportunity to sell down holdings.
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Alken reverses European equity soft closures
Alken Asset Management will lift subscription restrictions on its European Opportunities and Absolute Return Europe funds on 3 November.
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Alken hires consumer and commodities analysts
European equity house Alken Asset Management has added expertise in the consumer and commodities sectors with the hire of two analysts.
