Grexit is nothing more than a “distraction”, says Kames CIO
Greece leaving the euro will not come to pass and is nothing more than a “distraction issue”, says Kames CIO Stephen Jones.
ECB
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European UCITS sales in April 419% higher than non-UCITS counterparts
Sales of UCITS-qualified funds outstripped their non-UCITS counterparts by 419% in April, according to research by the European Fund and Asset Management Association.
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How bumpy is the bond road going to be?
Benchmark 10-year bond yields in the eurozone have more than doubled since the end of April, when they reached an all-time low.
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JP Morgan cautions on European returns
Investors need to moderate their return expectations from European equity markets due to high valuations, according to JP Morgan Asset Management.
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Pictet cuts high yield but ups sovereigns
Pictet Asset Management has shifted some of its high-yield exposure over to sovereign debt.
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European ETFs see lowest monthly inflows in 2015
Inflows into the European exchange-traded fund space hit their lowest ebb for six months in May, according to a BlackRock report.
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Markets spooked as Greece talks go to the wire
The FTSE 100 fell significantly as markets fretted over whether Greece will fail to reach a deal with its creditors and default on its €300m International Monetary Fund payment tomorrow.
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Expect more asset price volatility – Draghi
European Central Bank president, Mario Draghi told journalists on Wednesday that markets should get used to higher levels of volatility.
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Policy-addicted markets braced for first wave of tightening
Global markets are being driven by an addiction to central bank policy rather than economic fundamentals, says Barings’ Marino Valensie.
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German bunds collapse more important than election – Miton’s Jane
The General Election may have dominated the headlines this week, but bond investors should be much more concerned by the bund price plunge, says Miton Asset Management’s David Jane.
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Wave of overseas money
The European equities space is poised to receive a wave of foreign capital as overseas investors run out of reasons not to buy, said Tony Lanning, manager of JP Morgan Asset Managements Fusion fund range.
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Return of meaningful volatility biggest risk
A return of market volatility is the predominant risk to investors in 2015, says PanAgora Asset Managements Bryan Belton.
