Gero Jung -
Last quarter GDP growth was solid, in line with expectations as well as leading indicators. In the details, a strong contribution came from Germany (+0.2ppt of quarterly growth), France (0.1ppt), the Netherlands and Spain (0.05ppt), confirming a broad-based recovery. This is likely to support a further reduction in the Eurozone’s… Read More »
Richard Turnill -
BlackRock has upgraded its tactical view of U.S. equities to overweight from neutral. The reason: Impending fiscal stimulus is supercharging U.S. earnings growth expectations. We have shifted our view on European equities to neutral as a result. Earnings momentum is solid in Europe — but lags that of other regions.… Read More »
Amundi has announced the appointment of Alexandre Drabowicz as Deputy Head of Equity investment platform, including European equity, volatility, convertible bonds, Japanese equity, and global equity. He reports to Diego Franzin, Head of Equity investment platform. Alexandre Drabowicz, Deputy Head of Equity investment platformAlexandre Drabowicz has been Head of Investment… Read More »
There is nothing in the equity market moves to date to give us concern that the strong global economic growth profile or the strong earnings per share growth profile that we forecast will be put in jeopardy. The strong market performance of 2017 reflected, to a meaningful degree, investors pricing… Read More »
Bank Pâris Bertrand Sturdza SA, Bordier & Cie and REYL & Cie are delighted to announce the joint development of a diversified private market fund platform in the form of Hermance Capital Partners – an investment boutique focusing on private equity, private debt and private real estate. This alliance between… Read More »
Invesco confirmed that it is moving to a unified global brand – Invesco – everywhere it does business. Marty Flanagan, president and CEO, said: “Invesco is a well-recognized brand in many of the markets in which we operate. Moving to a unified brand globally strengthens our ability to market our… Read More »
Despite ongoing concerns about China’s economy and debt levels, M&G is becoming more optimistic about China amid signs that the government’s recent reforms are taking effect. We are seeing the results of efforts to reduce overcapacity in a range of industries as well as stabilise the financial system. While we… Read More »
Banque Bonhôte & Cie SA announced today that it has acquired FidFund Management SA, a real estate fund management company, in partnership with CACEIS (Switzerland) SA. This strategic investment marks a decisive new stage in the vertical integration of Bonhôte Group’s property investment services, positioning it as a front-runner in… Read More »
As the 2018 Chinese New Year celebrations begin on 16 February and the Winter Olympics are under way in South Korea, Soo Nam NG, Head of Asian equities at Columbia Threadneedle Investments analyses the outlook for Asian markets. The outlook for a multi-year rally in Asian equities is still very… Read More »
Andrew Wilson -
Recent market turbulence highlights market sensitivity to firmer price and wage data, however we do not think investors should wed their investment outlook to today’s data alone, not least given it is clouded by methodology changes and weather-related distortions. Today’s firmer-than-expected print, which is in some sense encouraging given it… Read More »
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