FSA compares the Investec European Equity Fund with the MFS Meridian European Research Fund
Tag: European Equities
HEAD-TO-HEAD: Allianz Global Investors vs Kempen International Funds
FSA compares the Allianz Europe Small Cap Equity Fund with the Kempen European Small-Cap Fund.
What to avoid when investing in Europe
Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.
The ins and outs of dividend-paying stocks
Dividend-paying stocks in Europe can be a steady income stream, but they come with caveats and cautions, according to Will James, UK-based investment director for European equities at Aberdeen Standard Investments.
Asia’s investors join the European bandwagon
Asset allocators in Hong Kong and Singapore tell FSA they are planning to increase allocation to European equities and data shows that capital flows into European equity funds have been increasing.
SLI: Perceived risk hides small caps outperformance
Small cap equities provide better risk-adjusted returns than large caps, despite higher volatility, said Andrew Paisley, manager of Standard Life Investment’s European Smaller Companies Fund.
Europe’s energy sector too cheap to ignore, Fidelity says
The recent oil price retreat is just noise, and large cap energy company valuations are at historical lows, according to Toby Gibb, Fidelity International’s investment director of European equities.
French election results a plus for Asia?
A key risk is removed, revealing relatively cheap assets in Europe and Asia against a background of improved investor sentiment, industry sources told FSA.
HEAD-TO-HEAD: Eastspring vs JO Hambro
FSA compares two European equity funds: the Eastspring Investments Pan European Fund and the JOHCM Continental European Fund.
Allianz sees shift to cyclical from defensive
European equities in cyclical sectors are far more attractive than defensive stocks, according to Klaus Teloeken, Allianz Global Investors’ managing director and chief investment officer for systematic equities.
