There is value in European equities
Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
Neptune
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Investors remain hungry for value stocks
European value stocks have been in high demand with investors, who are banking on a sustained macroeconomic resurgence in the eurozone. And their enthusiasm for ‘cheap’ stocks shows no signs of abating.
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Is the euro too expensive Fund managers
Discussion at Expert Investor Luxembourg focused on a hotly debated topic, especially in the south of Europe: is the euro overvalued?
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Deflation threat played down at Luxembourg
On the day Mario Draghi announced a historical interest rate cut for the Eurozone, the panellists at Expert Investor Luxembourg trivialised deflationary risks for the currency union.
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developed vs developing
Developed world and EM portfolio managers argue their case
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chris taylor interview pan-euro congress 2013
Online editor Will Jackson talks to Neptune’s head of research and Japan fund manager Chris Taylor