Egill Brynjolfsson on the attractiveness of European equities – part 1 of 2
European equities are a much better proposition than US equities, says Egill Darri Brynjólfsson from Landsbref Bank in Iceland.
Investment
-
-
Emerging markets continue to capture investors
Emerging market bonds and equities continued to enjoy steady net inflows in May, reinforcing a strong trend of renewed investor enthusiasm for emerging markets.
-
“Short-duration high yield has become too crowded” – Thomas Romig
Thomas Romig, head of multi-asset management at Union Investment in Frankfurt, has become more skeptical about return prospects for high yield.
-
Emerging market debt appetite stands out
Appetite for emerging market debt has surged in the first half of this year.
-
Developed markets equity sentiment on the wane
Fund selector appetite for European and US equities has recently decreased sharply, the latest EIE survey data show.
-
Fund selectors prepare em return
Emerging markets equities are now the most popular asset class among fund selectors across Europe.
-
Swedish fund selectors prefer small caps in EM
The Swedes are Europe’s only fund selectors who prefer small caps within EM equities
-
European millionaires increase alternatives
Europe’s high net worth individuals have increased their weighting to alternative investments by almost 50% over the past year.
-
Asset managers focus on multiasset
Multi-asset products will be the main driver of business growth for the next three years, asset managers believe.
-
Is it time to redefine the EM equity categories
Is the MSCI Emerging Markets Index in need of a shake-up?
-
Is it time to re-draw the EM categories
MSCI’s recent decision to remove South Korea and Taiwan from its review list and exclude China’s A-shares from its EM index raises a few questions about how we should be thinking about emerging markets.
-
Belgian fund selectors rediscover emerging markets
Belgian fund selectors are planning a massive return to emerging market equities. Some 60% plan to step up allocation.