Schroders launches EURO Credit Conviction fund
Schroder tackles eurozone 'sweet spot' by launching its EURO Credit Conviction Fund.
Schroder tackles eurozone 'sweet spot' by launching its EURO Credit Conviction Fund.
Last year was a good year for developed markets, but as with any new year investors will be looking at the next 12 months with a mixture of anticipation and trepidation.
Stock selection will be crucial to delivering performance from European equities in 2014, according to Rory Bateman, head of UK and European equity at Schroders.
As a global equity income manager, Pat Ryan explains why he is avoiding the traditional large-cap, defensive stocks you would expect to form the foundation of an equity income product.
European equity specialist investor Verrazzano Capital has launched its first long-only European fund for external investors to be run by former Gartmore manager Guillaume Rambourg.
The net effect of growth in the US and Europe and a structural slowdown in China is that global economic growth should accelerate in 2014.
Its the day after our office Christmas party, and my inbox is bulging like Santas sack with heaps of commentators views on the next investment crackers, and those assets as appetising as yesterdays plate of cold sprouts (image included!).
Jacob de Tusch-Lec has more than one third of his Artemis Global Income Fund in European stocks yet argues their recent rally has eroded the safety margin in their valuations so they are far too exposed to government intervention.
The results of the European Central Bank monetary policy meeting are likely to include action to address fears of deflation – the question is what form that will take.
Increased confidence in the Eurozone, together with a discounted market and improving earnings, means small and medium-sized companies in the Eurozone are “a good place to be”, said Ollie Beckett, manager of the TR European Growth Trust.
The board of John Bennett’s Henderson European Focus Trust has struck an agreement to reduce the fund’s fees.
Sentiment towards European equities has reached a six-year high, according to the Bank of America Merrill Lynch Fund Manager Survey for October.