The French people are not generally known for their overt optimism, but French fund buyers are defying their cultural inclinations at the moment. They have been more positive on macroeconomic prospects than any of their peers in Europe for two quarters in a row now, and are looking to increase their exposure to risky assets.
A gold rush has gripped Monaco. All but one of the fund selectors our researcher interviewed when she visited the principality recently, said they are either sure they will buy more gold or will seriously consider the opportunity.
Dutch and Swedish fund buyers predicted the equity market correction that shook investors in January. Their peers from Denmark and Belgium, however, need to polish their crystal balls.
Philippe Lecomte of La Française International talks to Dylan Emery about how market volatility and the macro environment have pushed investor demand into very specific places.
In part two of this interview, Alexandre Théry of Auxense Gestion explains why he has a preference for focused funds, and why smart beta strategies are sometimes too clever for him.
According to EIE’s freshest data, emerging market equities are battling for the unpopularity prize. While US equities remain the least popular equities, fewer European investors than ever before are looking to enter Asia.
Alexandre Théry, who runs a fund-of-funds for Auxense Gestion in Paris, is welcoming the recent volatility in the markets. He explain to EIE’s editor Dylan Emery why that is.
Barry Norris, the European equity manager and co-founder of London-based investment boutique Argonaut, is one of the most outspoken proponents of a Grexit. The refusal of the current ‘communist’ Greek government to commit to reforms means the country’s economy could never be able to stand on its own feet if it stays in the eurozone,…
Socially responsible investing (SRI) has gained most foothold in France and The Netherlands, as differences across Europe remain enormous.
Fund selectors from France plan to increase allocation to absolute return, but are not very keen on buying alternative ucits funds.
Europe’s emerging market debt bulls are especially to be found among French fund selectors,
France, often portrayed as the sick man of Europe, is home to some of Europe’s most bullish fund selectors these days.
