Milken report flags Scandinavia as investment hotspot
Based on business perception, economic fundamentals, financial services, institutional framework and international standards
Investment
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Will bumpy inflation figures defer the interest rate cuts markets crave?
The path towards a target of 2% is proving more turbulent than many investors had expected
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M&G’s private credit ELTIF opens up to wholesale investors
Strategy was launched by the firm’s private markets business last November with an initial €500m committed
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What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
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European Central Bank maintains rates amid inflation decline
Hannah Williford reports on the ECB’s decision to keep rates unchanged – and when cuts may begin
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European real estate activity set for ‘gradual resurgence’ – Savills
Year-end investment volumes for Europe forecast to reach between €177bn and €182bn
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Can M&A and buybacks breathe life into UK market?
Both buybacks and M&A should help realise value in UK shares, boosting prices and giving investors another reason to consider the UK stockmarket Not only does M&A activity appear to be picking up, with a high-profile bid for UK electronics retailer Currys, but the scale of company buybacks continues to accelerate. If it goes well,…
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Bond funds pull in €29.7bn in January – LSEG
Bond products were the best-selling asset class in January, according to LSEG Lipper’s European Fund Flow report, writes Christian Mayes. The asset class pulled in a net €29.7bn in the month, while Money Market USD grouping was the best-selling Lipper Classification after receiving €11.2bn inflows. Providers of mutual funds pulled in €22.5bn, while passives saw net…
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Crisis valuations – without the crisis
Sometimes the market is not just inefficient, it throws up opportunities that defy logic – and today, argues Jack Holmes, is such an occasion
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What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals Emerging markets have never been homogenous, but in 2023 their fortunes diverged more than ever before. On the one hand was China, where stockmarkets slumped for a third consecutive year. On the other was India, Latin America and Taiwan, where punchy economic growth was reflected in…
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European investors bullish on equities, less so on global economy – BOA
The majority of respondents to the latest Bank of America European Fund Manager Survey were ‘bullish’ on the prospects for equities over the coming year, despite short-term pessimism. According to the financial giant’s regular sentiment indicator, more than three-quarters (78%) of those surveyed saw an upside for European equities – the highest level in two…
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Free-trade agreement between India and EFTA nears reality
The European Free Trade Association (EFTA) is coming close to finalising a free-trade deal with India, according to multiple sources. Made up of Iceland, Liechtenstein, Norway and Switzerland, EFTA is set to sign a deal that may see it invest up to $100bn (€93bn) into India. Such a move, wrote euronews, would be unprecedented in…