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.
Spain
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King’s speech rattles Spanish markets
The Spanish stock market opened deep in the red on Wednesday morning, following a combative speech by Spain’s King Felipe VI. Investors would do well to take these market signals seriously.
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The passive attack & the revenge of active managers
The rise of the passives looks unstoppable. Since 2008, assets in exchange-traded funds have increased from $772bn (€685bn) to almost $4trn, according to BlackRock. But this doesn’t mean active managers are cornered.
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From growth to value
Holger Wehner from Allianz Global Investor explains where they are finding opportunities in global markets, with a stark change of stance from growth to value at the current time.
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Trump’s protectionism
US Protectionism is not good for anyone, says Eric Papesh of T. Rowe Price. Eric believes we will have stock market volatility in the short term.
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Absolute return – a must-have if you want low-volatility investments
Richard Brown of Henderson Global Investors argues that in a post-Trump world, investors need to partly replace traditional bond investments with absolute-return type of funds.
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European banks are cheap
Schroders’ value Fund Manager Andy Evans says European banks are currently unfavoured and cheap, but with balance sheet de-risking, he is finding them particularly attractive
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“Trumpflation will lead to Europe catch-up trade”
Donald Trump has vowed to put America first. But if his presidency proves to be inflationary, it’s going to be Europe first, America second.
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Expert Investor Bilbao Q1 2017 – Photo Gallery
Here’s a slideshow of photos taken at the Expert Investor Spain forum, held in Bilbao on 16 March 2017.
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Spanish investors rediscover an old love
In late November, appetite for European equities among Spanish fund buyers had sunk to a record low while US equities were in vogue. A couple of months on, European equity sentiment has recovered remarkably strongly.
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Catalan investors brace for inflation spike
Eurozone inflation will hit 2% by next year, half of fund buyers attending the Expert Investor forum in Barcelona believe.
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Expert Investor Barcelona photo gallery
Here you can see a slideshow of pictures taken at Expert Investor Barcelona, held on 2 February 2017.