Expert Investor Portugal May 2015 voting results
Grexit
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“We need to prepare for a market correction” – Allan Møller, part 1 of 2
Allan Møller, head of fund selection at Danske Capital, tells EIE’s Dylan Emery he is concerned about a market correction. Increasing exposure to alternatives is one way to mitigate the threat, Møller believes.
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Getting sick of Varoufakis – Grexit tops agenda at Expert Investor Portugal
Close to half of the audience of fund selectors assembled in Lisbon believed financial markets underestimate the risk of Greece leaving the eurozone (though at the same time only a quarter thought a Grexit would actually happen. “If some complacency has come into the market we are probably guilty of it as well,” admitted Richard…
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Will Greece leave the euro? It looks increasingly likely, say fund selectors
When we asked a crowd of Belgian fund selectors back in January about the possibility of a Greek exit from the euro, only 13% deemed that likely to happen. At our Pan-European Congress in Rome last month, the share of Grexit-believers had almost tripled to 37%. At Expert Investor Denmark earlier this week, it exceeded 50%…
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Half of Swedish fund selectors see Greece
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.