A vote to leave the European Union would most likely result in a material slowing of growth and a notable rise in inflation, the Bank of England said on Thursday.
Recent research by Martijn Cremers, who first coined the concept of active share back in 2009, shows that high active share (US equity) funds that trade relatively little have a better potential for outperformance than other funds. This could be the case because patience is often required to exploit market inefficiencies, Cremers told Expert Investor.
Recent reports from those favouring Britain to stay in the EU suggest a Brexit of any sort would be severely damaging to the UK economy. We assess what will be in store for investors if it happens, and how to Brexit-proof your portfolios.
As the month of May trundles into view investors will be thinking about the traditional summer-proofing of portfolios, but the shrewdest among them may see more opportunity than danger.
The big shift from the growth style of investing into a value style has been played out a number of times, but there are reasons to believe it could be an unwise move this time around.
Independent asset managers were the dominant players in Europe in the years following the financial crisis, capturing 90% of all inflows. However, this trend has reversed since 2014. In the past two years, asset managers owned by banks and insurance companies have recaptured market share, according to research by Cerulli, the asset management consultancy.
Negative interest rate policies have started to unnerve investors, even though Sweden, Denmark, the eurozone and Switzerland have all had negative policy rates for over a year.
In this Q&A session, filmed at Expert Investor’s Pan-European Congress, Yanis Varoufakis reveals exclusively why he is not a eurosceptic. He also explains why he admires Wolfgang Schäuble, and much more.
Advanced economies have become the net receiver of market shocks while China and other emerging markets have turned into the sources, according to an IMF working paper.
The ECB’s latest salvo in the fight against the prospect of deflation was initially met positively by markets. But, a lack of a clear message that the Bank will cut rates further from here sent markets falling again almost as quickly.