Will post-Brexit Britain be attractive to European investors?
It has looked cheap for a while, but that hasn’t been enough so far
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
It has looked cheap for a while, but that hasn’t been enough so far
It’s not just property funds that are causing headaches
Especially as negative interest rates bite
European investors may need to react quickly depending on who wins the White House
It’s not only the winner you need to predict, says one portfolio manager
‘There is the potential for 2021 to be the opposite of 2020’ – but the state of play could be very different
Covid recovery efforts likely to appeal yield-hungry investors
Tilt portfolios towards companies that are domestic facing
Stocks are cheap but they have lagged global equity rally
Governments applying an ESG lens to the recovery brings opportunities for investors
Covid-19 to accelerate transition to more sustainable form of capitalism
But one portfolio managers says equities could be a better bet going forward – just maybe not US