Europe’s selectors preparing for big market correction
Majority of European fund selectors surveyed at Expert Investor events in Frankfurt, Brussels and Lisbon expect a hefty market correction in developed equity markets within twelve months.
David Robinson
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GDPR boost to security software providers
EU data protection law comes into force on Friday May 25 but earnings at tech security companies could benefit throughout the year as non-compliant global companies play catch up.
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Nordic selectors ‘nerds on ESG’
Socially-responsible investing trend could have a significant long-term impact on the corporate sector, says Folksam head of fund selection Susanne Bolin-Gärtner.
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Looking beyond the data
The art of fund selection, says Danske Bank’s Kristina Ganea Bertelsen, is asking the right questions.
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Portugal: from pig to golden child
The Iberian country has undergone a turnaround in fortunes since the European debt crisis.
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DWS issues four new ESG ETFs
Index-linked funds’ filters will avoid companies exposed to nuclear power, weapons and tobacco as German asset manager seeks to cash in on trend for socially-conscious investing.
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German fund managers storm up ranking table
Analysis by Berlin-based research group Scope ranks all funds in German market – both domestic and foreign – on a range of criteria.
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Latam rebound lifts Spanish earnings
Growth in Brazil, Argentina and Mexico and steady domestic economy boosts Spanish corporates Q1 results.
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Eurozone slowdown: a mid-cycle slump?
Snowy sub-zero weather has been blamed for the first quarter fall in growth. Will the bloc rebound?
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End of QE requires radical rethink
The end of the QE-led economic cycle means investors may need a more diversified portfolio – with defensive equities such as healthcare, commodities and short-term high-yield bonds – to ensure outperformance as we enter a period of greater uncertainty, according to analysts at Denmark’s Saxo Bank.
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‘Double whammy’ could retool Swedish industrials
A looming election and ultra-loose monetary policy have fuelled uncertainty in Sweden. The opportunities, therefore, may rest with world trade and a fall in the value of the krona.
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Survey: 75% investors expect improvement to EMD fundamentals
Majority of institutional investors expect allocations to emerging market debt to increase over the next year despite concerns that rising interest rates could encourage outflows, according to poll.