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Asset management’s articles related to single strategies

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July 2016

Strategy High 5 : Five stocks giving Jupiter’s Cédric de Fonclare reason to cheer

Cédric de Fonclare, manager of the Jupiter European Opportunities SICAV fund explains why Johnson Matthey, Nokia, Tenaris, Pandora and Ryanair can currently be found in his portfolio.

June 2016

Strategy Brexit dominated ETP flows last Friday

Investors frantically purchase Gold ETPs after Britain delivered a shock vote to leave the European Union with inflows of US$201m on Friday alone. US$180mn redemption in Short GBP ETPs following the vote. Long crude oil ETPs experienced limited outflows, whilst oil prices (...)

June 2016

Strategy UK’s Brexit vote to have wide repercussions, leads to change in economic and market scenarios

Results from the UK’s referendum on membership of the European Union (EU) indicate that voters have decided the UK should leave the EU. This result is likely to have wide political, economic and financial market repercussions, leading us to alter our economic and market (...)

June 2016

Strategy Allocation June 2016: put up the umbrella?

Much water has flowed under the bridge since the highly challenging start to the year for the markets. The performance returned risky assets on the European stock markets have rallied 15% from their February lows. Although year-to-date returns are now practically flat, the (...)

June 2016

Opinion Euro 2016: Where are the best equity opportunities among the tournament favourites?

With the Euro 2016 football tournament about to get under way, we assess the investment opportunities offered by some of the main contenders.

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