Belgian fund selectors are planning a massive return to emerging market equities. Some 60% plan to step up allocation.
Discussion at Expert Investor Luxembourg focused on a hotly debated topic, especially in the south of Europe: is the euro overvalued?
Fund selectors from France plan to increase allocation to absolute return, but are not very keen on buying alternative ucits funds.
On the day Mario Draghi announced a historical interest rate cut for the Eurozone, the panellists at Expert Investor Luxembourg trivialised deflationary risks for the currency union.
Europe’s emerging market debt bulls are especially to be found among French fund selectors,
Following the approval of the MiFID II directive by the European Parliament, Belgium has tightened regulation for insurers.
Optimix’s Jaap Bouma explains why he prefers entrusting his client portfolios to small boutique managers.
France, often portrayed as the sick man of Europe, is home to some of Europe’s most bullish fund selectors these days.
Fund buyers from France tend to pick more risky US equity funds than most of their European counterparts.