EFG AM signals Swiss expansion with new appointment
Damian Burkhardt’s focus will be on ‘driving the growth agenda’ of group’s Swiss Equities franchise
Equities
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Deloitte: European markets to transition away from ‘wait and see’ approach
Further interest rate reductions in 2024 are expected to increase transactional activity
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German funds now holding over €4,300bn in assets
Assets have doubled in the past 10 years
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Morningstar: Fixed income funds see highest net flows in five years
July marked the best month for inflows into long-term Europe-domiciled funds since January 2023
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Antipodes’ Savas: We see dotcom parallels as investors ignore valuation extremes
Valuations on mega-cap US stocks are at ‘dotcom era extremes,’ warns Alison Savas
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PGIM: Fund selectors claim clients are underinvested in private markets
Study finds fund buyers bullish on fixed income, with less certainty in equity
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How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry ponders effect of Labour majority on UK equities and gilts
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French election: ‘Worst-case scenario’ avoided, but fresh uncertainty looms
‘Possible that asset allocations to France will be permanently reduced’, says Carmignac’s Frederic Leroux
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Building the perfect portfolio Euro 2024 style
Constructing a portfolio is strikingly similar to a football manager picking the best squad, writes Iboss’ Jack Roberts
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AI: The only case when ‘this time it’s different’ isn’t just an expensive mistake
Is the probability distribution of returns different?
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Dimensional ramps up Nordics offering
Strategies made available in Finland, Norway, and Sweden
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Is the dominance of growth stocks a case of style over substance?
Value strategies have been comprehensively outpaced