Uncategorised

Denmark | 16 May 18

Here are some of the highlights from the Expert Investor Denmark forum on 15 May 2018.

Brexit | 16 May 18

M&G Investments is planning to transfer €39.1bn (£34.2bn) worth of non-sterling UK assets to Luxembourg to hedge against possible risk ahead of Britain’s exit from the European Union.

Uncategorised | 16 May 18

Index-linked funds’ filters will avoid companies exposed to nuclear power, weapons and tobacco as German asset manager seeks to cash in on trend for socially-conscious investing.

Equities | 15 May 18

French-based Lombard Odier is to take over a Credit Suisse luxury product fund as part of a plan to expand into the sector.

European Equities | 15 May 18

Rising interest rates and inflation have shifted the dividend opportunity to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, London-based portfolio manager at JP Morgan Asset Management.

Germany | 15 May 18

Analysis by Berlin-based research group Scope ranks all funds in German market – both domestic and foreign – on a range of criteria.

Analysis | 9 May 18

Snowy sub-zero weather has been blamed for the first quarter fall in growth. Will the bloc rebound?

Brexit | 9 May 18

Columbia Threadneedle Investments has launched 13 Sicav versions of Oeics ahead of the UK’s exit from the European Union as the asset manager prepares to switch EU-based investors out of its UK-domiciled range into Luxembourg-domiciled alternatives.

Analysis | 8 May 18

The end of the QE-led economic cycle means investors may need a more diversified portfolio – with defensive equities such as healthcare, commodities and short-term high-yield bonds – to ensure outperformance as we enter a period of greater uncertainty, according to analysts at Denmark’s Saxo Bank.

European Equities | 7 May 18

A looming election and ultra-loose monetary policy have fuelled uncertainty in Sweden. The opportunities, therefore, may rest with world trade and a fall in the value of the krona.