The firm has launched a multi asset fund in Hong Kong and sees Eurozone economic growth picking up in 2016.
Greece’s possible default and exit from the Eurozone will not undermine Europe’s economic recovery, some fund houses say.
Following the European Central Bank’s massive quantitative easing programme, which was announced in November last year, European equities have rallied perhaps a bit too much, according to the firm. “Given that valuations are sitting at a 10-year high on a forward price-to-earnings metric, strong earnings growth is increasingly necessary to justify these valuations,” the firm […]
In March, the Reserve Bank of India (RBI), the Bank of Thailand (BoT) and the Bank of Korea (BoK) cut their respective key interest rates by 25 basis points each to support economic growth. “We believe that central banks in India, Thailand and Korea will continue to lean towards looser monetary policies, which should provide […]
The Swiss Central Bank’s exit from the euro peg was like “ripping the lid off a pressure cooker” when an intermediate solution would have been more sensible, said Simon Cox, investment strategist at BNY Mellon Investment Management.
The Amundi JPX-Nikkei 400 UCITS ETF carries a TER of 0.18%, which Amundi says is the lowest in the market for this exposure.
European equities stand to benefit as the euro depreciates, but across developed and emerging markets, much hinges on governments delivering structural reforms, according to Giordano Lombardo, group chief investment officer at Pioneer Investments.
Much of the discussion between panelists presenting at Expert Investor Luxembourg focused on a hotly debated topic, especially in the south of Europe: is the euro overvalued?