Are UK investors really turning their backs on Europe?
European equity funds have been among the worst-selling OEICs in 2023 to date, yet they remain the fifth-largest IA sector by AUM
Europe
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Nomura launches corporate hybrid bond fund
To be run by former Neuberger Berman fixed income manager Julian Marks
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Five investment trust managers, five sectors, five conviction plays
Five investment trust managers share their outlooks and opportunity sets
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Edentree’s Chris Hiorns Q&A: The demand outlook isn’t as bad as markets are pricing in
‘This is the first time since the credit crisis that we really are back into the territory of a more conventional business and investment cycle’
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Odey AM in ‘advanced talks’ to transfer funds to SW Mitchell Capital
Manager Oliver Kelton would move across with the European strategies
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Söderberg & Partners gets £170m funding for UK expansion
As it bids to become one of the ‘leading players’ in the market
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European equities offer more than a China play
Banks, semiconductors and ‘green capex’ offer some appealing opportunities on the Continent
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Talking about a revolution
BNP Paribas AM head of distribution for Europe Roger Miners discusses standing for something, the importance of leadership and what distinguishes great asset managers from the merely good
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European equities: They may be cheap, but is there reason to be cheerful?
After a difficult year for the continent, Ian Sansom of Fidelity International and Mirabaud’s Hywel Franklin explain why investors could be looking towards European equities with greater confidence
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BlackRock’s Emily Fletcher: The (EM) roads less travelled
While most emerging markets funds are now largely fixated on China and India, Emily Fletcher and the BlackRock Frontiers team aim to dig out ‘nuggets of growth’ in complex yet fast-growing countries
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Jonathan Butler: Credit will come into its own in 2023
PGIM’s co-head of global high yield explains why now is a fantastic time to be an active credit manager
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Look beyond Asia for fertile EM opportunities
Barings’ Adnan El-Araby is turning away from Asia emerging markets to seek opportunity in the Middle East, Africa and eastern Europe, which he claims is a fertile hunting ground for growth
