The case for an overweight on Nordic equites
Alignment of management and shareholder interests of is far more prevalent in region, says Waverton’s Chris Garsten
Latest news
-
-
Sweden’s AP2 divests from tobacco and nuclear weapons
Andra AP-fonden is one of five buffer funds in the Swedish pension system and has assets under management of €31.2bn
-
Cross-border Ucits funds facing local restrictions
Only 13% of Ucits funds may comply with new fee rules proposed by German regulator, says consultancy
-
Woodford and Gam blow-ups spark calls for reform
Regulators consider banning daily withdrawals from funds holding illiquid assets that are difficult to trade
-
AI’s slow creep into asset management
How effective are artificial intelligence big data algorithms without human oversight and can they boost alpha?
-
‘Eurozone is single biggest risk to global growth’
Veteran BBC broadcaster Andrew Neil warns that deflationary trap looms at a time when ECB has no fire power left
-
New wave of Asian fund groups targeting Europe
Despite high demand for Asia-focused strategies in Europe foreign entrants face tough local competition
-
Aegon AM plots foreign-owned enterprise in Shanghai
Dutch asset manager wants to sell offshore investment products and services to high net worth investors in China
-
Looming equity slump to boost absolute return, selectors say
Almost one-third of continental European fund selectors plan to increase their absolute return allocation
-
Outflows force rethink of absolute return’s role
Absolute return funds offer investors more than an alternative to low-yielding fixed income, argue fund selectors
-
Pan European Congress: Keynote Speaker
In this video, former Swedish PM Carl Bildt outlines how the EU’s future depends on how it adapts to a new great power era
-
BNP Paribas cautions on China onshore bonds
French group expects Chinese corporate debt defaults to rise following similar warning from Fitch