John Bennett europe recovery
The recovery in the European economy is pretty tepid, but the fundamentals have stopped getting worse, which is all it takes for investors to profit, says John Bennett, fund manager of Henderson European Focus Trust.
Europe
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europe past austerity weak corporate earnings
Europe may have started to show signs of economic recovery – investor awareness is certainly increasing – but relatively poor corporate earnings may put the dampeners on any sustained market growth.
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BlackRock Emerging markets Europe energy stiocks
BlackRock’s Sam Vecht is looking to out of favour energy giant Gazprom to power his £111.1m Emerging Europe trust.
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devlin corporate earnings may have bottomed
Vincent Devlin, co-manager of the BlackRock Greater Europe Investment trust, says European corporate earnings may have reached the bottom.
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Intermediary fund buyers Europe thumbs up
European equities are expected to be the best-performing asset class over the next 12 months, according to half of Schroders’ intermediary clients.
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calls you could be missing out on
Summer may be a traditionally quiet time in the City, but the asset allocators we have been speaking with have not been afraid to make the big moves now.
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European Relatives
Tim Gregory, head of global equities at Psigma Investment Management, reviews the fortunes of European equities during June, and considers the outlook for the sector.
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pa analysis where to invest for european recovery
According to yesterday’s Financial Times: “The eurozone finally looks to be emerging from its worst recession on record”.
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Award winning Dexia maintain
Dexia Asset Management has maintained stable AUM over the past six months, and it stood at 72.7bn at the end of June.
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Eurosceptics missing out
I was lucky enough to be in Croatia as it celebrated joining the EU on 1 July, while many in Britain are campaigning to see us leave the union. In a similar way, while some investors see now as the ideal time to buy into Europe, others have sold out completely.
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Investors ditch emerging markets
Optimism in the eurozone improved significantly over the past month as 45% of investors stated they expected the economy to strengthen over the coming year, compared to 24% in May.
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The alternatives to Cazenove European
The high profile departure of Chris Rice from Cazenove has put Europe ex UK firmly back on the agenda for some fund pickers, but if you do decide to sell out then where should you invest instead?
