There is value in European equities
Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
“Positive and constructive” was how the UK’s Brexit secretary David Davis described his mood as he kicked off negotiations with the EU on Monday morning.
Here are pictures taken during the successful Expert Investor Luxembourg seminar, held on 13 June 2017 at Le Royal.
Mark Mobius, AKA Mr Emerging Markets, will be stepping back from day-to-day management of several high-profile funds at Franklin Templeton. He tells us where he would like to retire, if it ever comes to that.
The European Union is pushing ahead with new rules that will force financial advisers to report “aggressive” tax planning schemes which help clients avoid paying tax, as it follows in the footsteps of the UK.
Marcus Bayer explains why investors should consider a multi-asset fund to navigate the low-yield environment.
In an environment where correlations between asset classes are fluid, you have to be flexible, argues M&G’s Christophe Machu.
Factors can be important guidelines for investors because they can act as a counterbalance for behavioural biases, explains BMO’s Christopher Childs.
Fund selectors should be wary picking a manager who runs a fund with a specific style, warns Ian Heslop, head of global equities at Old Mutual Global Investors.
Guillermo Osses, head of emerging market debt at Man GLG, reveals where he see the best return opportunities. But he also issues a warning.
Investment managers have played down Donald Trump’s decision to pull the US out of the Paris climate agreement, saying the effect on companies will be minimal.
David Oliphant of Columbia Threadneedle Investments explains why he believes “fixed income lends itself rather nicely to both social investment and investment returns.