Fixed income still the dominant force in Europe
The latest monthly report from the European Fund and Asset Management Association shows fixed income is still the region’s prefered asset class for retail investors.
The latest monthly report from the European Fund and Asset Management Association shows fixed income is still the region’s prefered asset class for retail investors.
The eurozone is seemingly on its last legs, all else has failed so why not host a PIIGS Euro 2012 fundraiser jamboree?
Such is the state of Europe right now, the relatively risky trades are cheap whereas defensive ones are more expensive. John Husselbee asks why this is so and how investors can take advantage of it.
Research from S&P Capital IQ shows European equity managers increasing their fund concentration as markets tumble and redemptions rise.
With the unveiling of a newly-Socialist France and an indecisive Greece, investors might be feeling justified in having sold out of European equities in recent weeks.
Fancy a flutter this weekend? Well heres a tip for you… keep your eyes fixed on a dark horse, Europe.
Bill Dinning likens the potential of a European fiscal union with that between England and Scotland in 1707 under Queen Anne – which will last the longer?
EFAMA’s stats for January show positive net fund sales in Europe for the first time since the start of last summer.
John Husselbee describes this as “one of the best early year gains”, for the FTSE All Share at least, though warns that just because a deal over Greece has been done, Athens will return to haunt investors.
Despite talk of corporate strength and strong cash flows, Paul Watters argues default rates will rise this year across Europe with the more vulnerable companies restructuring their debt.
Markets have often been warned to not fight the Fed. Bill Dinning gives three reasons why this now needs to be widened as other central banks sign up to ongoing support.
Swiss & Global has added a sterling share class to the Julius Baer Absolute Return Europe Equity Fund.