France, often portrayed as the sick man of Europe, is home to some of Europe’s most bullish fund selectors these days.
Tag: Sentiment
Fund managers think US equity markets will rise
The last two months have seen a sharp spike in attitude towards US equities among global asset managers
Fund managers more upbeat on US equities
Asset management groups have started to expect better returns coming from US equities after March’s favourable returns
EM equity fund selector historically low
Appetite for emerging markets equities is approaching the lows recorded in mid-2011.
Fund manager faith in EU equities hits record high
Fund managers’ confidence in the performance of European equities is stronger than ever before.
The success of fund manager predictions
Fund managers were successful in predicting the good performance of US and UK equity markets in 2013, but missed out on doing so for Japan and EU equities.
Italians flirt with EMD
Italian fund selectors are again starting to take stealthy looks at emerging market corporate bonds
No improvement in bond sentiment
The recent emerging market-led sell-off in equity markets has not been reflected in improving sentiment towards traditional safe haven assets such as developed market corporate and government bonds.
no capitulation point for em
Sentiment towards emerging markets has yet to find its floor, according to European fund selectors surveyed by Expert Investor Europe, with indicators still falling.
german fund selector sentiment turns down
Fund selectors in Europe’s largest economy have grown notably more pessimistic on the macroeconomic outlook over the past six months, mirroring other recent sentiment indicators.
