Investors switch to trackers in European equity markets
Following the French elections, investors have swapped actively managed single country equity funds for index trackers.
France
-
-
BNP Paribas rebrands and targets three key markets
BNP Paribas Investment Partners is targeting Germany, China and the US as the three key markets where it can accelerate sales growth significantly. The company is also changing its name.
-
ANALYSIS: What to expect from Macronomics
The prospect of ‘Trumponomics’ powered equity markets last year. ‘Macrononomics’ doesn’t only sound more like a real word, it could even have more powerful and longer-lasting effects. But the stakes are high.
-
Markets celebrate Macron victory in French elections
Equity markets have welcomed Emmanuel Macron’s resounding victory in the first round of the French presidential elections. The euro also rallied and peripheral bond yields collapsed.
-
ANALYSIS: French elections – prepare for an uncertain outcome
The French presidential elections have turned into a highly unpredictable four-horse race. All four candidates offer radically different visions on the economy, and on France’s place in Europe. But is there a way to prepare for the outcome if the result is still so much up in the air?
-
Specialisation is key to finding alpha, says fund selector
Only being a specialist in one specific area will give absolute return fund managers the edge to extract alpha, believes Lucas Strojny, head of fund selection at Advenis Investment Managers in Paris. And there is one such specialised fund the Frenchman particularly likes.
-
Interview – Laurent Truchi and his quest for passion
What do you look for in a fund manager? Laurent Truchi of Edmond de Rothschild believes it’s primarily one thing that counts: passion.
-
Distributor interview – François Hullo, BNP Paribas IP
The investment industry has had to cope with many irregular twists and turns in recent years, in the wake of economic crises and geopolitical upsets. BNP Paribas IP’s François Hullo’s job is to try to predict the shape of things to come…
-
Smart beta provider ERI to abolish fixed management fees
In an unprecedented move, ERI Scientific Beta, a provider of smart beta indices that is an offshoot of the EDHEC Risk Institute in France, today announced it will offer its mandate clients the option to only pay performance fees.
-
Investors in Monaco take refuge in large caps
The majority of Monaco-based investors prefer investing in large caps in all asset classes, as they believe large companies give them better protection against an upcoming market correction.
-
Expert Investor Monaco photo gallery
Here you can see a selection of photos taken at the Expert Investor Monaco forum held on 10 May.
-
Interview – Couvreur’s conviction
ABN Amro Investment Solutions’ Olivier Couvreur explains his commitment to active management in the face of hard-to-find alpha.