europes most wanted
Single-country investing is best utilised as part of a broader portfolio. By Oliver Kettlewell, investment research analyst at Morningstar OBSR
DACH
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market insight frankfurt 2013 q2
Germans bullish on Western stocks
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market insight geneva 2013 q2
Wary Swiss show adventurous side
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germany-latest-data
Specifically, we asked this question: for all these various asset classes, over the next 12 months do you expect to increase your weighting (positive), keep it the same (neutral) or decrease it (negative) or do you not use the asset class at all (not used)? Outlook This data is…
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Joachim Klement, the bold behavioural scientist
Wellershoff & Partners’ Joachim Klement argues that the industry needs to abandon old theories and embrace the new.
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when worlds collide
Lionel Aeschlimann talks about the challenges of running a pan-European asset management company from within the traditionalist environs of a Swiss private bank. By Dylan Emery
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market-insight-zurich-2012-q4
Swiss find shelter in emerging havens
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market-insight-munich-2012-q4
Value appears in peripheral vision
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Market Insight 2012 Q2 Geneva
Swiss investors are not yet convinced about the recovery of the global economy; 41% of them have negative views on the macroeconomic outlook, while 41% are undecided (see table 3). With funds’ performance deteriorating during this uncertain time, investors have started the year looking for more return in their portfolios by being less risk-averse. Low…
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Market Insight 2012 Q2 Frankfurt
German business confidence grew for the sixth consecutive month in April, according to a closely-watched indicator of economic health. The Ifo Business Climate Index, which is based on the views of 7,000 companies on their current situation and future prospects, gained 0.1 points to reach 109.9. Although the benchmark remains several points below the levels…
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Market Insight 2011 Q4 Munich
It will be no surprise to hear that German investors have significant doubts over the future of the eurozone. The general view is that the currency will not be falling apart as it is more than a simple question of whether there is a currency and monetary union or not. However, the concern over any…
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Market Insight 2011 Q1 Frankfurt
Fund flows have been consistently up for the past two months, with both December and January seeing net inflows of more than €6bn, according to BVI, the German fund industry trade body. However, despite this, it is still a slower recovery than this time last year, which in January saw a €13.5bn inflow. In the…