In this video interview, Andrew Millington, Standard Life Investments investment director of European equities, talks about near-and mid-term risk and opportunities in European equities.
Category: Industry views
RMB and SDR: symbolic or practical?
China’s RMB is widely expected to be included in the IMF’s currency basket, but the event seems to be more about national pride than market impact.
SLI adjusts fund to VW impact
Volkswagen’s emissions scandal has implications for European automotive sector equities, said Andrew Millington, Standard Life Investment’s investment director of European equities.
Is making Japan Post private a game changer?
The November IPO of Japan Post could prove to be a transformative event because it has the potential to activate the country’s retail investor base, according to WisdomTree Europe.
Coutts overweight Europe, Japan
Market volatility is driving investor interest to the Eurozone and Japan, according to Aman Dhingra, executive director at Coutts in Singapore.
The BRICs acronym was all marketing
Treating the BRIC nations as a single investment bloc “was a triumph of marketing over economic analysis,” said Kevin Gardiner, Rothschild WM’s global investment strategist.
The view on India’s SOEs
HSBC GAM is overweight some government-linked sectors in India, in particular financial and energy enterprises.
China this week – 13 Nov 2015
A roundup of the week’s asset management industry news from mainland publications.
Baring says oil rout way overdone
Negativity toward the oil sector is so widespread that the market is pricing in virtually zero growth, according to Baring Asset Management.
Eurozone equities are the place to be, says Rothschild
Sentiment in Europe remains strong despite headwinds, but the firm explains why it prefers equities over bonds.
