Volatile earnings, severe drawdowns and high dispersion of stock returns are good reasons to be selective
Scope’s top small asset manager Comgest outperforms group’s top large manager Kepler-Fonds, according to Morningstar data
Sweden is a leader in socially responsible investing, so in Stockholm we gathered a group of leading SRI experts, fund buyers and managers to debate the big issues such as balancing ethics and performance, and whether to invest in the best company in ‘unethical’ areas – or avoid the sectors completely.
Any further policy action by the ECB will mainly benefit the equity markets in Europe. That’s what fund selectors attending Expert Investor Norway, held last week in Oslo, think.