M&G Investments positive on European financial markets
The continent has a number of companies with ‘strong potential, solid foundations, quality management, and attractive pricing’
The continent has a number of companies with ‘strong potential, solid foundations, quality management, and attractive pricing’
But opportunities lie in green transition, digitalisation, and defence
European Investment Bank report also shows a marked decline in the investment appetite of firms
A wave of AI investment and energy infrastructure upgrades are just two of the areas highlighted
Active equity and fixed income funds saw positive inflows for the month
Investment into land and buildings, research and development and organisational capital were the least sensitive to the shock of the pandemic
Traditional managers set to be hit harder, according to Q3 survey
Growth gap between European and US is narrowing
Cushman & Wakefield’s Fair Value Index found 84% of European markets are underpriced
Protectionism and interventionism, the climate transition, digitalisation and ageing all named as potential issues
Investment is set to fall by 30% this year
Morningstar’s Tancrede Fulop analyses how government shake-ups in the UK and France will affect the utilities sector