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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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.
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.
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.
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
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.
Here’s a slideshow of photos taken at the Expert Investor Spain forum, held in Bilbao on 16 March 2017.
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.
Eurozone inflation will hit 2% by next year, half of fund buyers attending the Expert Investor forum in Barcelona believe.
Here you can see a slideshow of pictures taken at Expert Investor Barcelona, held on 2 February 2017.
Highly unusually, investors in the Basque country and the rest of Spain were more sceptical about European equities than their peers in the rest of Europe when we last polled them in December. However, the dip in appetite appears to have been short-lived.
Though US presidential elections are approaching fast and Brexit uncertainty is still riding high, China is the biggest macroeconomic risk right now, according to fund selectors attending the local Expert Investor forum in Barcelona last week.
Here you can see a selection of photos taken at Expert Investor Spain forum, held in Barcelona on 27 October 2016.