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.
Tag: 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.
European equities: highest outflows since ‘08 – Morningstar
European equity funds bore the brunt of a fall in investor confidence last year and recorded their worse annual outflows since 2008, new data from Morningstar has revealed.
HEAD-TO-HEAD: Fidelity vs MFS
FSA compares two European equity funds: the Fidelity European Fund and MFS Meridian European Research Fund.
Investors buy EM, sell European equities
Selling European equities and buying global emerging market stocks is developing into the great trend of 2016.
SSGA cuts Japanese, European equities to neutral
The downgrade follows expectations of limited further policy support in a negative rate environment, according to Thomas Poullaouec, managing director and head of strategy and research for Asia Pacific at State Street Global Advisors.
HEAD-TO-HEAD: Fidelity vs JPMorgan
Fund Selector Asia compares two European equity funds – the Fidelity European Larger Companies Fund and the JPM Europe Dynamic Fund.
Credit Suisse CIO: fixed income in sunset days
The appeal of the fixed income proposition has waned, but European equities are expected to have strong performance in 2016, according to John Woods, chief investment officer for Asia-Pacific at Credit Suisse Private Bank.