African elections are back in the headlines, apparently for all the wrong reasons. But according to Aberdeen Asset Management Senior Investment Manager Kevin Daly, the reality is better than some would have you (...)
In the US, the UK, Sweden and Canada, central bankers have taken on board an economic situation that is coming close to full employment, with a risk of overheating not of inflation, but rather of private debt and asset prices (real estate, (...)
Tim Albrecht and DWS Deutschland: celebrating 15 years of success
It has been 15 years since Tim Albrecht assumed responsibility for the DWS Deutschland fund. In July 2002, the volume of the equity fund, which had been badly battered by the tech bubble, stood at a mere 200 million euros. Today, investors entrust seven billion euros to the (...)
We see further strength in Japanese equities after their recent rally, given an encouraging earnings outlook, relatively low valuations and a stable yen under Japan’s ultra-easy monetary policy.