Italy least popular European market
Italy has replaced the UK as the least popular market in Europe for fund managers, according to Bank of America Merrill Lynch (BofAML).
Spain
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Spain: plus ça change
Spain’s government collapsed last week and Pedro Sánchez replaced Mariano Rajoy as prime minister but unlike the political turmoil in Italy, Spanish bond markets have been unruffled.
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Eurozone volatility could boost appeal of UK stocks
British equities may benefit from political turmoil in Spain and Italy despite Brexit concerns.
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Markets take stock of Italy crisis
The global bond market sell-off this week sparked by the political crisis in Italy may create buy opportunities in Spanish and Portuguese debt.
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Portugal: from pig to golden child
The Iberian country has undergone a turnaround in fortunes since the European debt crisis.
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Iberian fund selectors’ view on US equities improves
Portuguese and Spanish fund selectors like European equities and emerging market debt, have improved their outlook on US stocks but are neutral towards Japanese equities, according to Last Word Research.
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Latam rebound lifts Spanish earnings
Growth in Brazil, Argentina and Mexico and steady domestic economy boosts Spanish corporates Q1 results.
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Iberian fund selectors cool on passive funds
Iberian fund selectors’ appetite for index-tracking products took a sharp dip in the first quarter as volatility shook the markets.
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A strategy to tackle rise in volatility
Being long on equities, more tactical on fixed income and using derivatives is what a Spanish fund selector is doing to avoid volatility.
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Numbers are not enough to select funds
Spanish fund selector Celia Benedé Miranda delves into whether numbers really matter when it comes to fund selection.
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Spanish equities to reap Latam recovery
Investors should set aside Catalonia fears and focus on Spanish corporates’ exposure to rebounding economies in Brazil and Argentina, says expert.
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Selectors prefer growth GEM funds but value performs better
European fund selectors expressed a preference towards growth emerging market funds over value during the last six months. However, Europe’s top performing funds allocated a greater weighting towards value stocks during the period.