Equity sales edge up again after August dip
Investors have been regaining confidence in equity markets after inflows had stalled in August, September fund sales figures suggest.
Italy
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Expert Investor Italy Photo Gallery
Here you can see a slideshow of photos taken at Expert Investor Italy, held on October 3rd in Milan.
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OPINION: The case for Italian government bonds
Political risk in Italy is currently overstated, and government finances are better than markets appreciate. Investors have all the reason to be overweight Italian government bonds, argues David Zahn, head of European fixed income at Franklin Templeton Fixed Income Group.
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Italian investors regain confidence in absolute return
Most absolute return funds have failed to live up to expectations in recent years. As a consequence, their popularity with Italy’s fund selectors declined somewhat. But Italians’ love for absolute return has flared up once again, for obvious reasons.
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Asset managers fear Mifid II sales impact
The country with the highest level of retrocessions in Europe also was the most lucrative market for active managers in 2016. Little wonder some asset managers believe Mifid II will negatively impact fund sales.
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Pan-European Congress Special Edition
With bond yields at record lows, what to do about fixed income? How should you future-proof your portfolios? And what does the future of the EU hold? These and many more vital questions were discussed at the Expert Investor Pan-European Congress in Rome earlier this month.
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Are inflation-linkers the right answer to reflation?
Inflation-linked bonds have been a popular trade in recent months, and investors plan to continue buying more as inflation expectations are being revised upwards. But can you really tame the spirits of reflation with inflation-linkers?
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Pan European Congress Rome – Photo Gallery
Here you can see a slideshow of photos taken at the Expert Investor Pan European Congress, held in Rome on 1-3 March 2017.
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ANALYSIS: Is Italy really only an Italian problem?
Stock markets have responded to the Italian No-vote in an even more muted way than to the UK’s vote Brexit and Donald Trump’s election. Are investors being complacent about the political and economic effects of a vote that was seen as vital for the future of the EU not so long ago, or has the…
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Markets muted as polls get Italy vote right
European markets were largely unmoved on Monday morning despite the Italian electorate’s decision to reject Prime Minister Matteo Renzi’s call for constitutional reform.
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Caution advised for bond investors as Italy referendum looms
Whereas equity markets have quickly shrugged off the result of the US presidential elections, peripheral bond spreads have widened since. Trump’s election seems to have reminded markets of the possible consequences of an Italian no-vote in next week’s referendum.
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Expert Investor Italy Q4 2016 Photo Gallery
Here you can see a selection of photos taken at Expert Investor Italy, held in Milan on 8 November 2016.