Allocation & Trend
Opinion,
March 2016
High Five
Stephen Mitchell, Head of Strategy, Global Equities explains why Cheung Kong Infrastructure, Pernod Ricard, Merlin Entertainments, ADP and Pfizer can currently be found in his portfolio.
Opinion,
March 2016
Impressive rebound in risky assets
Although, panic has faded, growth outlook is still uncertain. Patrick Moonen, Principal Strategist Multi Asset at NN IP and Valentijn van Nieuwenhuijzen Head of Multi Asset at NN IP, have downgraded equities to neutral (...)
Strategy,
March 2016
European equities: volatility equals value opportunities
Nick Sheridan, manager of the Henderson Horizon Euroland Fund and Henderson Horizon Pan European Dividend Income Fund, explains why recent market volatility and uncertainty is to be welcomed for the long-term opportunities it (...)
News,
March 2016
Monthly European ETF Market Trends - March 2016 in brief
European ETF Market flows reached a one-year record low in February 2016. Outflows during this month amounted to EUR271M. Total Assets under Management are down 5% vs. the end of 2015, reaching EUR428.5bn, and including a negative market impact (...)
Opinion,
March 2016
Time to Move into Credit
Investors around the world face a dilemma of where to turn in today’s environment of low, or in some cases even negative, bond yields. Roughly 75% of the entire Japanese and German sovereign bond market is now trading at negative yields*. As a consequence investors are (...)
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2017 outlook: China equities 