Given the high valuations relative to their peers, fund managers offer their views on the prospects for US equities over the medium to longer term After another strong run for the S&P 500 index, it has become commonplace to talk about the over-valuation of the US market. Investors appear to recognise its strengths – leading technology innovation,…
Venture capital (VC) investors on the continent played “a waiting game” in the second quarter of the year, according to the latest instalment of KPMG’s Venture Pulse report. Noting how investors were embracing AI, the report’s authors wrote: “AI and deep-learning technologies were a hot area of investment in Europe during Q2 23, with UK-based…
Figures from South Korea’s National Pensions Service (NPS) show the organisation’s investments within European real estate skyrocketed throughout 2022. A report in Business Korea revealed the amount invested by the NPS into European and American real estate went up by 24.8% and 38.8% respectively over the period. According to the NPS, it is the third-largest…
Investors focused on what course the ECB will take after its September meeting
Association for Financial Markets in Europe has released its latest Equity Primary Markets and Trading Report
An S&P Global Market Intelligence suggests so
There is a question over whether spreads adequately reflect the outlook for the global economy
The European Central Bank (ECB) has raised its three key interest rates by 25 basis points each as it works to bring inflation under control. Announcing the move, which follows rises of the same amount in March, May and June this year, the ECB said: “While some measures show signs of easing, underlying inflation remains…
China is down some 17% so far this year – a serious concern for EM investors, given it accounts for 30% of the MSCI Emerging Markets index China has exerted a major drag on emerging market indices over the past two years. First, state interference in its high value internet companies pushed markets lower, then…
The firm said the fund will provide access to direct private market investments
Fund managers discuss where they are finding the most attractively-valued stocks Since Warren Buffett got involved, the world has gone crazy for Japan. The Nikkei is up 23.4% for the year to date (to 10 July 2023). That puts it 8.8%, 11.2% and 25.8% ahead of the S&P 500, Eurostoxx 50 and FTSE 100 respectively.…
Geopolitics has knocked inflation off its top spot in the list of European family-office major concerns, according to new research from UBS. Although recent inflation numbers – and the associated likelihood of interest rates remaining higher for longer – make worrying reading for many investors, new research from UBS shows inflation falling to third place among the…
