Market volatility and the proverbial gift horse
Horses’ gums recede as they age making their teeth appear longer, hence the term, “long in the tooth. Inspecting the teeth of a horse given as a gift was therefore considered ungrateful.
Europe
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Beware these bargains and evade the value traps
We are a nation obsessed with bargains whether its retailers tempting us with Easter sales, or investors looking for the next great discounted opportunity but now more than ever is a time to look out for value traps.
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Why Europe needs to raise its game
Peripheral Europe needs to raise its game against Germany if it is to prosper, while disparate inflation rates are a necessary part of the eurozones very painful adjustment process, according to Arbuthnots Ruth Lea.
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Single B the sweet spot in euro high yield
There are few areas of the fixed income market that are growing and diversifying as rapidly as euro high yield.
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go smaller for bigger argues Cosh
F&C's Sam Cosh outlines why small and mid-cap stocks are the place to hunt for European goodies, with financial and consumer cyclical sectors being the big drivers of performance.
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will the ECB be forced into QE
PIMCO’s Andrew Balls outlines how external influences are impacting his views on Europe and explains how they are influencing his investment strategy in the region.
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Morgan to lead Eastern European venture
F&Cs Gareth Morgan-led emerging Europe equities team is to take on management of the Dublin-listed Eastern European Fund from Nevsky Capital, with effect 30 April.
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bonus rules uncerctainty reported
A requirement that managers of UCITS funds take at least 50% of their bonuses in the funds they oversee has created uncertainty in Europe’s asset management industry, though some say the matter has been overblown.
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PA ANALYSIS Europe will rise again
Investor sentiment is suggesting Europe is returning to favour
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Franklin Templeton opens euro shortdated bond
Franklin Templeton launches a euro short duration bond fund to exploit rising interest rates.
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Firms to reveal all costs to clients under MIFID
Latest MIFID news discloses transparency obligations for investment firms and fund managers.
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outsourcing a growing europe trend cerulli
Europe’s growing regulatory environment is impacting the continent’s asset managers in a number of ways, including pressuring them to outsource key functions though the outsourcing direction “is not all one way”, according to Boston-based research firm Cerulli.
