European investors pile into EM debt
European investors have turned positive on emerging market debt again in January after two months of net outflows, reports Blackrock.
Investment
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ANALYSIS: Should you put healthcare equities under the microscope?
Not one to mince his words, when Donald Trump used his first press conference since being elected to accuse the pharmaceutical industry of “getting away with murder” it looked like the US drug industry didn’t have the respite they were expecting when Hillary Clinton was pipped to the post.
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Catalan investors brace for inflation spike
Eurozone inflation will hit 2% by next year, half of fund buyers attending the Expert Investor forum in Barcelona believe.
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How high are the odds for a market correction?
Donald Trump is a huge source of uncertainty for investors. But the US equity market is still trading close to record highs. What’s the chance we will see a market correction in the next three months?
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Basque investors regain lost love for European equities
Highly unusually, investors in the Basque country and the rest of Spain were more sceptical about European equities than their peers in the rest of Europe when we last polled them in December. However, the dip in appetite appears to have been short-lived.
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New Skagen CIO focused on turning around flagship funds
“My number one job is to give the portfolio managers the freedom, space and tools to do their job well,” says Skagen CIO Alexandra Morris in an interview.
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ANALYSIS: Time to top up on European equities
Today’s eurozone data certainly gives investors something to think about. Should the action that follows this thinking be a raising of your European equities weighting?
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Interview – Laurent Truchi and his quest for passion
What do you look for in a fund manager? Laurent Truchi of Edmond de Rothschild believes it’s primarily one thing that counts: passion.
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US equity markets ignore protectionist threat – time to sell?
If Donald Trump makes good on his proposal to impose tariffs on all imports from Mexico to fund the construction of a wall on the country’s border with the US, this will have a profound impact on the US economy and on the profitability of some US companies. Are markets right to ignore this threat…
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Which asset classes were least loved in 2016?
2016 was a year of radical changes: the most popular asset class of 2015 was the one sold off most heavily the next year.
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China is the new superpower, say EM managers
China is set to assume a global leadership role, as the US under Donald Trump seems intent to retreat behind protectionist walls, some EM managers believe.
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What were the best-selling asset classes of 2016?
Expert Investor has analysed which asset classes were most in demand with European investors in 2016. Many of your peers have been hesitant to make strong asset allocation decisions, but those calls that were made mostly proved right.