Video: Fund Manager Mkhail Zverev of Standard Life Investments
Video: Mikhail Zverev on great European stocks, the future of Google and the importance of data analytics
Dylan Emery
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oslo bucks the trend with us focus
Attitudes to the US stock market were the biggest differentiator between Oslo and most of the rest of Europe
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expert investor switzerland the long short of it
The clearest differentiating factor between the investors in Zurich and their counterparts in our recent Expert Investor meetings was their comfort level with long/short strategies
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finns curb their enthusiasm
Finnish fund selectors are feeling much more optimistic about life, and yet that doesn’t seem to be affecting their investment strategy, it emerged at last week’s Expert Investor Finland in Helsinki
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finns curb their enthusiasm
Finnish fund selectors are feeling much more optimistic about life, and yet that doesn’t seem to be affecting their investment strategy, it emerged at last week’s Expert Investor Finland in Helsinki
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time is on his side
Ludger Peters, managing director of Wells Fargo Asset Management’s international business development, aims to raise the company’s profile outside of the US. While some of the firm’s strategies are yet to take off in Europe, he is taking a long-term view. By Dylan Emery
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contrarian views stoke debate in munich
Last week’s Expert Investor Deutschland event in Munich brought up some unexpected results with some non-consensual views on inflation, gold and the euro standing out
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post-aberdeen-event-slides-oct-2013
Then we have the Fund Manager Sentiment Survey, in which we ask 25 global fund management groups whether they think a series of asset classes will be up more than 5%, down more than 5% or in the middle in 12 month’s time. The green, orange and red bars show the sentiment in aggregate. +100…
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optimism and emerging growth a hit in denmark
Our latest research show that, as well as being more optimistic about the future, Danish institutional investors are far more evenly split about where to invest than their counterparts elsewhere
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from low vol to smart beta notes from amsterdam
The 2013 Expert Investor Netherlands event happened last week, in which a record number of fund buyers came not only from Amsterdam, but Rotterdam, Den Haag, Utrecht and further afield to discuss the latest investment ideas