Is the dominance of growth stocks a case of style over substance?
Value strategies have been comprehensively outpaced
Investment
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European fund industry sees positive month in April
Mutual fund and ETFs promoters saw respective inflows of €5bn and €11bn
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US equities investors betting on a ‘soft landing’ could be in trouble
At the annual Berkshire Hathaway meeting at the start of May, Warren Buffett sounded a gloomy note, warning that corporate earnings were likely to be lower as an ‘incredible period’ in American economic history drew to a close. He is not alone. There is an increasing gap between the optimism displayed by stock markets, and…
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Is China’s recovery going to plan?
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm The world had been hoping for a strong revival as China reopened, helping to compensate for anaemic growth in the US and Eurozone. However, recent PMI has not been as good as hoped and there are signs the recovery may not…
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UBS rolls out multi-asset emerging markets fund
UBS Global Wealth Management has launched the UBS Multi Asset Emerging Markets Dynamic Fund. The fund is designed to capture the full potential of emerging market assets at a reduced risk through a dedicated three-pillar approach of diversification, active bottom-up security selection, and equity exposure management. Available in jurisdictions across Europe and Asia, it is…
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Samuel Croset: Creating blockbuster drugs using AI
How investors in the biotech sector can benefit from artificial intelligence’s increasing importance in drug discovery and development purposes Artificial intelligence and machine-learning algorithms are disruptive technologies that are having a twofold impact on the drug discovery process. First, the technology can be applied to save time and money during the process of identifying molecular…
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Savills IM agrees €100m Swedish property deal
Savills Investment Management has agreed to buy €100m worth of residential property in Sweden, adding the buildings to its European Living platform. The firm said the deal would comprise six buildings across the cities of Uppsala, Västerås and Gävle, all of which were built in the last four years. It added that five out of…
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Tapping into the planet’s ‘most awesome force’
Gareth Blades on the differing attractions of the pioneers, enablers and adopters of genetic sequencing In one of my favourite childhood films, Jurassic Park, Dr Ian Malcolm – perfectly played by Jeff Goldblum – cautions that “genetic power’s the most awesome force the planet’s ever seen”. That was 30 years ago – and it is…
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Cerulli flags up “latent market” of private asset investors
Asset managers on the continent that develop private asset products can expect to see “significant business” within the next five years, a report from Cerulli Associates has suggested. According to European Alternative Investments 2023: Helping Investors Diversify, while institutional investors remain the region’s major allocators to private assets, “a latent market” for high-net-worth and ultra-high-net-worth…
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REIFs ‘integral’ to post-Covid real estate market, says ECB
Analysis from the European Central Bank (ECB) has highlighted the importance of real estate investment funds (REIFs) in commercial real estate (CRE) markets across the continent. The piece, published here, said REIFs provided “a valuable channel of financing and investment in euro area CRE markets, reducing reliance on bank financing and thus diversifying the investor…
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The ‘shotgun wedding’ of Credit Suisse and UBS
The ongoing volatility in the global banking sector has seen UBS take on Credit Suisse – a move likened around Europe to a ‘shotgun wedding’, with the role of the gun-toting parent being assumed by the Swiss government. Under the terms of the deal, the cumulative financial risk the general public is shouldering to save…
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Henryk Seeger: The upside of Germany’s equity release market
Within the real estate asset class, we often see international investors joining forces with German investment managers and other market players. Their decision is based on the rationale that international investors can tap into local knowledge and existing networks. When it comes to the equity release for single-family homes market segment, it is the complete…