Latest Stories
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Countries
Asset management must help power European transformation – DWS
‘The challenge now is to create a Europe that is undeniably dynamic, forward-looking and sustainable’
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Investment
EC spies pockets of light in gloomy European economic outlook
Economic Sentiment Indicator up 0.7 percentage points in March across EU and 0.8 percentage points across the European area
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Investment
Lipper report: European investors ditch active funds for ETFs
Exchange-traded funds attracted €16bn in February, reports Tom Aylott, while mutual funds lost €5.9bn
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Investment
BlackRock launches two actively-managed income ETFs in Europe
The equity UCITS strategies were launched due to the changing business models of clients
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Investment
Milken report flags Scandinavia as investment hotspot
Based on business perception, economic fundamentals, financial services, institutional framework and international standards
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Countries
14 countries call on EIB to rethink defence investment
Signatories of the letter understood to include France, Germany, Italy, Poland and Sweden
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Investment
M&G’s private credit ELTIF opens up to wholesale investors
Strategy was launched by the firm’s private markets business last November with an initial €500m committed
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People Moves
Kristofer Barrett takes over Carmignac global funds
The ex- Swedbank Robur manager will take on the Investissement and Patrimoine strategies from David Older, reports Tom Aylott
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Technology
AI investment in Europe further boosted by €1bn Italian investment
But could a maturing eastern European start-up ecosystem prove a competitor?
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Regulation
Skadden outlines difficulties of marketing under AIFMD
The marketing passport is only available for EU managers
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Investment
European Central Bank maintains rates amid inflation decline
Hannah Williford reports on the ECB’s decision to keep rates unchanged – and when cuts may begin
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Countries
Support for European Industrial Deal builds up steam
‘Actionable measures’ include streamlining legislation and fostering raw material self-sufficiency
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ESG
China refocuses EV investment towards Europe
Regulation and political developments among factors leading to a change in strategy
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Investment
European real estate activity set for ‘gradual resurgence’ – Savills
Year-end investment volumes for Europe forecast to reach between €177bn and €182bn
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ESG
PRI calls on EU to enhance responsible investment policies with six priorities
The organisation’s 2030 EU Policy Roadmap outlines six policy priorities for the EU Commission, writes Michael Nelson
Analysis
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Countries
Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts
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Investment
Will bumpy inflation figures defer the interest rate cuts markets crave?
The path towards a target of 2% is proving more turbulent than many investors had expected
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Investment
What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
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Analysis
Can M&A and buybacks breathe life into UK market?
Both buybacks and M&A should help realise value in UK shares, boosting prices and giving investors another reason to consider the UK stockmarket Not only does M&A activity appear to be picking up, with a high-profile bid for UK electronics retailer Currys, but the scale of company buybacks continues to accelerate. If it goes well,…
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Analysis
Crisis valuations – without the crisis
Sometimes the market is not just inefficient, it throws up opportunities that defy logic – and today, argues Jack Holmes, is such an occasion
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Analysis
What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals Emerging markets have never been homogenous, but in 2023 their fortunes diverged more than ever before. On the one hand was China, where stockmarkets slumped for a third consecutive year. On the other was India, Latin America and Taiwan, where punchy economic growth was reflected in…
Investments
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Investment
Lipper report: European investors ditch active funds for ETFs
Exchange-traded funds attracted €16bn in February, reports Tom Aylott, while mutual funds lost €5.9bn
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Latest news
Bond funds pull in €29.7bn in January – LSEG
Bond products were the best-selling asset class in January, according to LSEG Lipper’s European Fund Flow report, writes Christian Mayes. The asset class pulled in a net €29.7bn in the month, while Money Market USD grouping was the best-selling Lipper Classification after receiving €11.2bn inflows. Providers of mutual funds pulled in €22.5bn, while passives saw net…
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Latest news
European investors bullish on equities, less so on global economy – BOA
The majority of respondents to the latest Bank of America European Fund Manager Survey were ‘bullish’ on the prospects for equities over the coming year, despite short-term pessimism. According to the financial giant’s regular sentiment indicator, more than three-quarters (78%) of those surveyed saw an upside for European equities – the highest level in two…
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Latest news
European equities continue to enjoy inflows – Calastone
European equities enjoyed their third-best month on record in January, according to the latest data from Calastone. The company reported in its Fund Flow Index that the sector saw inflows of £471m in the month, following December in which the second-highest inflows were recorded. It also reported that inflows to emerging market equity funds slowed…
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Latest news
Fund selectors apprehensive over 2024 outlook – Natixis
Uncertainty remains the dominant theme for professional fund selectors over the coming year, according to analysis undertaken by Natixis Investment Managers. The firm attributed this anxiety to escalating global tensions, low expectations for economic growth and a higher interest rate environment weighing on sentiment. The research canvassed the views of 500 investment professionals in 26…
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Investment
Yields and regulations reinforce a positive preferred securities outlook
Solid issuer fundamentals today and tighter bank regulations to come should combine to provide a credit tailwind High-quality preferred securities, primarily issued by investment-grade-rated companies, currently offer 7% to 9% yields – considerably greater than what is available from investment-grade corporate bonds. As Chart 1 shows below, yields on over-the-counter (OTC) and contingent capital (CoCo)…