Will 2017 be a Goldilocks year?
Jacob de Tusch-Lec, fund manager at Artemis Investment Management, is happy to continue holding financials and value stocks – at least until big macro risks are realised and central banks start to tighten.
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
Jacob de Tusch-Lec, fund manager at Artemis Investment Management, is happy to continue holding financials and value stocks – at least until big macro risks are realised and central banks start to tighten.
‘The challenge now is to create a Europe that is undeniably dynamic, forward-looking and sustainable’
Economic Sentiment Indicator up 0.7 percentage points in March across EU and 0.8 percentage points across the European area
Investors may be underestimating the potential fillip to the global economy from future rate cuts
Exchange-traded funds attracted €16bn in February, reports Tom Aylott, while mutual funds lost €5.9bn
The equity UCITS strategies were launched due to the changing business models of clients
Based on business perception, economic fundamentals, financial services, institutional framework and international standards