›  TAG 
A-La-Une-Rubrique

Indicates whether to include article in the highlight panel

Articles

December 2016

News Cost-cutting European Banks Fail to See Efficiency Gains

In spite of the sustained effort European banks are making to reduce costs, their key measure of efficiency has continued to worsen since the global financial crisis, S&P Global Market Intelligence data shows.

December 2016

Strategy Why the ‘value’ shift favours Europe

John Bennett, Head of European Equities, shares his outlook for 2017. He sees the potential for a continued rotation from a growth to a value-driven market as the key factor for European equity investors next year. While he maintains an overall bullish outlook, John (...)

December 2016

Strategy European equities in 2017: the contrarian’s first choice?

According to Tim Stevenson, Director of European Equities at Henderson, 2017 will be an intriguing year. My expectation is that Europe will not self-destruct, but instead become a haven of stability while the UK tries to figure out what Brexit means (the UK Prime Minister’s (...)

December 2016

Strategy European value: political uncertainty affords opportunity

Nick Sheridan, European equities manager, provides his outlook for 2017, discussing how politics is likely to shape investor sentiment (much as it did in 2016) and how he is positioning his value-biased strategy to take advantage of any mis-priced (...)

December 2016

Opinion Reasons to like emerging markets

Risks to EM equities and bonds have increased since the U.S. election, with the incoming Trump administration’s policies on trade uncertain. Yet a cyclical growth pick-up benefitting EMs outweighs these risks for now, we believe, and supports selectively investing in EM (...)

© Next Finance 2006 - 2025 - All rights reserved