Opinion
Opinion,
June 2015
The Greek crisis takes a new turn
According to Mark Burgess, Chief Investment Officer EMOA and Head of Equity market at Columbia Threadneedle Investments, the European earnings outlook does not look immediately compromised by events in Greece, although this will depend upon the impact on consumer and (...)
Opinion,
June 2015
Greece crisis to restrain European equities, but valuations should provide buffer
According to Rory Bateman,head of european equities at Schroders, volatility in markets is likely to continue for an extended period until the ramifications of a potential Greek exit from the euro are fully understood. QE and current valuations could provide some downside (...)
Opinion,
June 2015
The Greek tragedy unfolds
The Greek financial crisis deteriorated last weekend after talks between the Greek government and the institutions providing financial aid to the Greek government – the EC, the IMF and the ECB – failed to come to any (...)
Opinion,
June 2015
’L’exception Française’ is still interesting for investors
France is still an interesting country for investors, despite its economic sluggishness and internal political problems, says Robeco Chief Economist Léon Cornelissen.
Opinion,
June 2015
Portfolio decarbonisation: making sure tomorrow never dies
The need to de-carbonise portfolios seems to have been broadly accepted, and many initiatives have been launched by investors on this topic: the Portfolio Decarbonisation Coalition, the Montreal Pledge, and events such as the Climate Finance Day, to name only a (...)
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Alternative risk premia weathering Brexit storm well