The valuation gap and earnings growth potential pose opportunities in European equities, particularly in cyclical industrials and ESG themes.
Tag : euro
Following China's recent issuance of dollar and euro government bonds, AsianInvestor asks investors if mainland debt can become an alternative to US Treasuries.
BlackRock's exchange-traded funds arm will list six international equity products next week, but does not intend to launch leveraged and inverse ETFs in Hong Kong or elsewhere.
The firm’s bond CIO favours EM debt, European loans and safe havens for its insurance portfolios. He does not see the Fed raising rates quickly this year, nor the ECB or BoJ cutting rates further.
Money managers in the US are confident Greece’s default this week will not lead to contagion or impact the US Federal Reserve’s stance on raising interest rates.
The ex-president of the European Commission has told a conference in Hong Kong that major structural reforms have put the EU on the path to growth. He also warned of the threat posed by extremist parties.
In partnership with Graham Fisher & Co.
Investors have treated German bunds as safe havens but they are in fact highly risky, argues Josh Rosner of Graham Fisher & Co.
Deteriorating economic conditions will force a resolution to the eurozone crisis, but US growth will slow next year, it argues.
As events in Europe near a climax, portfolio managers in the US try to find ways to not just survive, but benefit from structural changes.
Many fund managers are betting on the demise of Europe’s single currency, but the consequences of such an outcome could dwarf the risk-management tactics of any sizeable portfolio.
The ‘other’ king of the bond world, Kenneth Leech, is still optimistic about Asia despite it assuming the burden of tighter monetary policy.
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Emerging markets will suffer most from stimulus spending by the US and elsewhere, and China’s money supply is even greater than America's, says the founder of Asianomics.
