BlackRock Real Estate continues Nordic push with promotion of Thorsten Slytå
Move puts Slytå at the forefront of its efforts to link up with European co-investors
Barings
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Green shoots of optimism around Mexican debt
After a bumpy start, investors are getting to grips with risk opportunities under Amlo, says Barings’ Omotunde Lawal
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‘In a different zip code, Argentine corp debt would be investment grade’
In this video, Barings’ Omotunde Lawal outlines how Argentine corporates retain solid fundamentals and low leverage
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Barings sees EM financials blossoming
Banks and insurance companies are best positioned to benefit from the growth of emerging market economies and demographic changes, argues William Palmer, co-head of emerging and frontier market equities team at Barings.
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ANALYSIS: Margin pressure points to more fund group M&A
The headlines say fund groups’ profits fell, but what else can we learn from McKinsey & Company’s Asset Management 2017 report into the European funds industry?
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ANALYSIS: ‘Defensive’ Aberdeen/SL deal fits in with asset manager M&A wave
After being forced to confirm discussions about a potential £11bn merger, does the consolidation of Standard Life and Aberdeen Asset Management prove a wave of M&A in fund management is underway?
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ANALYSIS: Small cap funds – the golden boys of European equities
European equity mid and small cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?
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Asset managers could see a third knocked off profits
Increased competition and unfavourable markets could see asset managers’ profits squeezed by as much as 35% over the next two years, according to a report by McKinsey and Company.
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Russia’s isolation also brings opportunities
Russia is going through a period of structural change, providing opportunities for investors in non-energy related sectors. However, some of these opportunities seem so obvious they are chased by everyone.
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nick williams on the small cap recovery play
European small caps exposed to consumer spending are significantly undervalued, says Baring Asset Management’s Nick Williams
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future of europe
The European panel discussion was heated, with both sides expressing strong views on the fate of the eurozone