Liontrust restates commitment to Europe after fund-launch success
GF Pan-European Dynamic’s process holds cashflow is most reliable guide to profitability and valuation
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
GF Pan-European Dynamic’s process holds cashflow is most reliable guide to profitability and valuation
European banking has recovered but turmoil persists among US regional banks, writes Hannah Williford
The equity UCITS strategies were launched due to the changing business models of clients
Both buybacks and M&A should help realise value in UK shares, boosting prices and giving investors another reason to consider the UK stockmarket Not only does M&A activity appear to be picking up, with a high-profile bid for UK electronics retailer Currys, but the scale of company buybacks continues to accelerate. If it goes well,…
Healthcare is a sector with a lot going on, writes Cherry Reynard, and some of its potential appears unappreciated by investors If AI was the dominant theme in 2023, healthcare might snap at its heels in 2024. Healthcare has often been characterised as dull and defensive, but breakthroughs on obesity drugs, on Alzheimer’s treatment and…
Europe is set to experience “weak development” across many of its equity sectors this year, according to forecasts from ING. In What to expect from European sectors in 2024, the financial services giant indicated the manufacturing, staffing and construction sectors were likely to witness declines, even as transport and retail are set to see a…
Following a lacklustre set of Q3 results, are the ‘Magnificent Seven’ and others finally losing their sheen? The recent round of technology results has revealed a growing gap between expectation and reality. Although most of the ‘Magnificent Seven’ squeaked ahead of analyst forecasts, few could deliver on the lofty hopes built into share prices, on…
Would a rate hike pause from the ECB be enough to improve the performance of European stockmarkets? Cherry Reynard has a closer look The European Central Bank appears odds-on to leave interest rates on hold at its October meeting, in spite of rising energy prices. Weakening labour markets, more difficult PMI data and lacklustre household…
The region compares relatively favourably to other emerging markets, writes Cherry Reynard, but it is still struggling for attention versus its Asian peers While the world is adjusting to ‘higher for longer’ interest rates, there is one region that is moving in the opposite direction: Latin America. Brazil, Chile and Peru have already dropped rates,…
Is the probability distribution of returns different?
Given the high valuations relative to their peers, fund managers offer their views on the prospects for US equities over the medium to longer term After another strong run for the S&P 500 index, it has become commonplace to talk about the over-valuation of the US market. Investors appear to recognise its strengths – leading technology innovation,…
Association for Financial Markets in Europe has released its latest Equity Primary Markets and Trading Report