A forward view Europe a concern
According to Royal Londons Ian Kernohan, although asset allocation currently still favours equities over bonds there are a number of pressures now acting against that view.
Europe
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BAML downgrades Eurozone forecast
Bank of America Merrill Lynch has downgraded its forecast for Eurozone economic growth from 0.2% to 0.1% despite Mario Draghis best efforts.
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whats happening to european equities
Europe is still very much on investor buy lists, but the scene is changing and a more discerning approach is needed.
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Allianz GI reveals US small cap fund
Allianz Global Investors is launching a fund for UK and European investors looking for opportunities in US small cap equities.
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IMA criticises inappropriate ESMAs
The UK Investment Management Association (IMA) has criticised ESMA for suggesting that non-UCITS collective investment funds are more complex than UCITS funds in its “inappropriate” consultation on MiFID II.
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Russian clouds cast shadow over upcoming ECB
The ratcheting up of sanctions against Russia by the European Union has cast an economic shadow over the ECB meeting coming up on 7 August.
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Allianz gi europe chief departs to de awm
Allianz Global Investors Europe chief executive James Dilworth has joined Deutsche Asset & Wealth Management (DeAWM) as head of active asset management.
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French equities could benefit from uptick
French equities could benefit from a continued up-tick in M&A activity, according to a study by Baird Group.
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Spain gives boost to assets for Mirabaud
Swiss asset manager and private banker Mirabaud recorded substantial inflows from Spain, the company said in its statement for 2013.
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places to look for hidden european earnings growth
There is a question mark looming over European equities when will companies deliver on earnings?
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lombard odier creates new role in expansion
As part of its business expansion plans, the independent Swiss private bankers has created a new role.
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ECB keeps QE on the table
The European Central Bank president Mario Draghi declined to dampen down expectations of a move to full quantitative easing at the ECB's news conference today.
