The macroeconomic outlook of French fund selectors is on a record high, despite pessimist sentiment surrounding the domestic economy.
Rico Bosma, the winner of the previous edition of Expert Investor Europe’s Fantasy Fund Picker Competition, explains how he composed his winning fund portfolio.
Nicolas de Zaluski, chief risk officer and fund selector at Optigestion in France, warns equity investors.
What would tip the balance for fund selectors to decide to step up or decrease their allocation to US equities?
Asset management groups have started to expect better returns coming from US equities after March’s favourable returns
European equities still are the most popular asset class among German fund selectors, with 50% increasing their allocation.
Expert Investor Europe’s latest research trip to Frankfurt revealed that fund selectors from Europe’s biggest market are stepping up their allocation to Asian equities again, signalling the bearish sentiment towards the asset class among European investors is changing. Earlier research this year in Norway, Sweden and Switzerland pointed in the same direction. Awarded by the […]
Fund selectors in Luxembourg are clear-cut about their favourite equity markets. EU and frontier market stocks lead the show.
Appetite for emerging markets equities is approaching the lows recorded in mid-2011.
Fund managers’ confidence in the performance of European equities is stronger than ever before.