Europe’s outlook is never good, but you can still beat the S&P 500
Despite Europe’s weak outlook, robust returns can still be made with a bottom-up supply focus, says Chris Garsten
Investment
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Can innovation trump a slowing economy?
Cormac Weldon explains why innovation could help smaller companies to weather an economic slowdown by fuelling growth.
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First State launches China A Shares fund
Ireland-domiciled Ucits fund will take bottom up stock picking approach to Chinese equities integrated with ESG
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Natixis establishes infrastructure equity affiliate
Team will specialise in managing equity funds dedicated to greenfield and brownfield infrastructure assets
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Biotech boom reinvigorates healthcare investment
Pharmaceuticals used to dominate healthcare sector, but focus has shifted towards innovation and disruption
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Pimco offers new EM bond fund
Ucits fund may invest in hard or local currency debt as well as investment grade and non-investment grade securities
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Fund Manager Focus: Michael Cirami
Michael Cirami, who runs Eaton Vance’s Emerging Markets Local Income fund, outlines his strategy in comparison with peers
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Franklin Templeton offers suite of emerging market ETFs
New ETFs cover Brazil, China, Korea and India and are market cap-weighted and benchmarked to country indices
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UBP and Rothschild unveil private equity fund
New strategy offers access to diversified portfolio of small and medium-sized unlisted companies across the world
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A far-reaching approach to Emerging Markets Debt
Emerging markets debt (EMD) is coming of age as an asset class, offering investors a large and diverse opportunity set in country currencies and interest rates.
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Cairn Capital and Mediobanca offer multi asset credit fund
New Ucits fund is actively managed and non-benchmarked and will predominantly invest in European credit
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Schroders acquires German real estate boutique
Blue Asset Management manages €1.2bn of assets on behalf of clients across Germany, Austria and Switzerland