Tag: europe

Markets

Buy commodities, avoid long-tenor EM bonds: HSBC

Inflation is not properly priced-in in some emerging markets, argues the global head of macro and investment strategy at HSBC Global Asset Management.

By Joe Marsh | 1 August 2011

Markets

Franklin Templeton’s risk head flags worries over ETFs

Wylie Tollette of Franklin Templeton outlines why passive investments are not as diversified as investors might think.

By Joe Marsh | 19 May 2011

Markets

Flatter fixed-income returns lie ahead, predicts Pimco

Emanuele Ravano of Pimco outlines how the latest sovereign problems in Europe have prompted a significant reorganisation of the asset manager's fixed-income strategies.

By Hugo Cox | 28 July 2010

Outlooks

Fund managers cut allocations to Japan and US

Emerging markets are the preferred investment destination, despite low optimism about Chinese and global economic growth, according to Bank of America Merrill Lynch's July ...

By Joe Marsh | 16 July 2010

Commentary

Kenneth Rogoff on Europe's debt and China property

Harvard's Kenneth Rogoff shares his views on the European debt crisis and how transparency is the barrier to finding out just what is happening in the China property sector.

By Mei Tuicolo | 4 June 2010

Outlooks

Threadneedle: Asian investors shouldn't write off Europe

Despite sovereign-debt issues and currency concerns, a period of euro weakness would benefit European companies, says Dan Ison, head of pan-European equities.

By Joseph Marsh | 10 May 2010

Markets

Emerging-market investors favour Indonesia and Russia

Meanwhile, a net number of investors are overweight Japan for the first time in 19 months, while Europe suffers a further sell-off, according to Bank of America Merrill Lynch's ...

By Joseph Marsh | 18 March 2010

Outlooks

Nikko AM focuses on higher-yielding currencies

Investors should diversify away from developed-market government bond markets, says Charles Beazley of Nikko Asset Management.

By Joseph Marsh | 15 March 2010

Outlooks

China growth expectations plummet

Investors have turned far less bullish on China and Europe, amid a global drop in risk appetite, according to Bank of America Merrill Lynch's February fund-manager survey.

By Joseph Marsh | 18 February 2010

Commentary

European exporters safe despite stronger euro

Schroders expects the euro to slide back to 1.35 against the US dollar by the end of 2008.

By Rita Raagas De Ramos | 24 October 2007

Outlooks

Investors urged to pay more attention to Europe

Many investors ignore valuations and risks involved in investing in emerging markets, particularly China, says Aberdeen fund manager Tom Hooper.

By Rita Raagas De Ramos | 23 October 2007

Commentary

Mass affluence a boost, say Baring fund managers

Fund managers view emerging middle class as focus for Chinese and European earnings growth as US influence wanes.

By Samuel Riding | 23 November 2006

Business Moves

Deutsche Bank looks to Europe for distribution

Deutsche Bank''s Asian investment chief Frank Nash talks about the importance of European distribution and how it plays to Deutsche''s strengths.

By Steven Irvine | 10 May 2001

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