Tim Peeters is more than just a fund selector. The Belgian multi-tasker explains to Tjibbe Hoekstra why he is stocking up on absolute return funds and tells what eurozone investors should do to mitigate currency risk.
A six-month outflow streak in European equities came to a halt in the first month of the new year, according to Morningstar’s freshest fund flows data.
Macro issues took centre-stage at Expert Investor Sweden in Stockholm last Thursday. On the day the Swedish Riksbanken decided to imitate the ECB and launch its own QE, a surprisingly high share of delegates deemed it likely that Greece will leave the Eurozone.
European fund buyers have found their way back into global currency bond funds, which can invest across the bond universe while making specific currency bets.
Egill Darri Brynjólfsson from Landsbref Bank in Reykjavik talks with EIE editor Dylan Emery about the implications of the capital controls for Icelandic investors.
Discussion at Expert Investor Luxembourg focused on a hotly debated topic, especially in the south of Europe: is the euro overvalued?
Fund managers attending EIE’s Pan-European Congress said that the solution to Europe’s economic and regulatory problems is more centralised control, despite the popularity of anti-European public opinion across the continent.
German fund selectors’ appetite for emerging market equities is on the rise again, according to EIE research.
