Europe: Cheap but most definitely not cheerful
Whilst the FTSE 100 and the Dow Jones have been making new all time highs, the European bourses have been languishing.
Europe
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The seven key asset allocation questions this year
Head of asset allocation at Legal & General Investment Management Emiel van den Heiligenberg has outlined what he sees as the seven key questions facing investors this year.
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Euro corporate bonds a ‘beacon of stability’?
Europe’s corporate bond market will be “a beacon of stability” in 2017 despite huge uncertainties plaguing the political sphere, according to Alliance Bernstein’s Jorgen Kjaersgaard.
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BMO’s Potter goes neutral US post-Trump, keeps Asia overweight
BMO Global Asset Management’s Gary Potter revised his funds’ underweight US position to neutral after the election, but did not back down from his convictions on Japan and Asia despite Donald Trump’s trade rhetoric.
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Trump could sway Brexit negotiations – Franklin Templeton
Donald Trump’s win may inspire further surprise political outcomes in Europe, according to Franklin Templeton.
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PA ANALYSIS: With the election over Trump risk heads east
Winter is coming, but instead of flying south the flock of black swans that has pecked away at 30 years of globalisation this year is heading east toward Europe.
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PA ANALYSIS: Don’t worry, plenty more political twists to come
Election day in America has finally arrived and the world is busy digesting the outcome, but if you are going to miss dawn-to-dusk political coverage do not despair, there are plenty more twists and turns to come.
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Wealth managers split on opportunities presented by stalled Brexit scenario
Edinburgh-based wealth managers Simon Lloyd of Murray Asset Management and Charlotte Square Investment Managers’ William Forsythe have very different ideas about investment prospects in the United Kingdom and European Union post-Brexit, but neither think it will rival the shock of the 2008/2009 financial crisis.
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PA ANALYSIS: A passporting trade-off looms for Brexit Britain
With Britain’s impending exit from the European Single Market all but confirmed, it’s time to face the possible consequences for asset managers.
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European REITs will become ‘main beneficiary’ of negative rates – Baring
In the eurozone’s current negative interest rate environment, Baring Multi Asset Group’s Christopher Mahon predicts European REITs will emerge as the preferred alternative to government bonds for risk-averse investors.
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Japanese equities preferred to eurozone – NN IP
Japanese equities could be preferable to eurozone equities due to higher corporate profitability and greater political certainty, said NN Investment Partners.
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Capital Group brings ‘New World’ EM fund to Europe
Capital Group has announced it will make its emerging markets strategy available to investors outside the US this October via a Luxembourg vehicle.
