How should fund managers address the liquidity problem?
It’s not just property funds that are causing headaches
Waverton
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Bonfire of the dividend payments
‘The covid pandemic has been every income fund manager’s worst nightmare’
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ANALYSIS: Is EU bailout the first step to fiscal integration?
‘It implies that there will be pan-European taxes to finance the payback of the debt’
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The case for an overweight on Nordic equites
Alignment of management and shareholder interests of is far more prevalent in region, says Waverton’s Chris Garsten
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Europe’s outlook is never good, but you can still beat the S&P 500
Despite Europe’s weak outlook, robust returns can still be made with a bottom-up supply focus, says Chris Garsten
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Fund Manager Focus: Chris Garsten
Garsten, who runs Waverton’s European equities fund, outlines his fund’s strategy in comparison with its peers
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Nordics ‘at vanguard in focusing on shareholder value’
Ramping-up sales is the overriding priority of most continental European companies, says fund manager Chris Garsten. The Nordics, however, are different.