Fund Selector Asia compares two European equity funds – the Fidelity European Larger Companies Fund and the JPM Europe Dynamic Fund.
Tag: European Equities
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.
UBS WM bullish on Europe, China
A strong overweight on equities in Europe and a surprising move on emerging markets are among UBS’s allocation calls for 2016, according to Patrick Grossholz, Asia-Pacific head of investment management.
Video Interview: Standard Life Investments on European Equities
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.
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.
FSA Investment Forum Singapore: Focused on company specifics
In a video interview, Jupiter’s Luca Emo says he typically avoids investing in companies influenced by macro events such as interest rates.
FSA Investment Forum Hong Kong: Macro indifferent
Jupiter’s Luca Emo, fund manager on the European growth equities team, says he’s been overweight healthcare for years and that is unlikely to change.
Contrarian moves on EM exposure
Claire Shaw explains why she recently increased weighting to European companies with heavy exposure to out-of-favour emerging markets.
BMO PB overweights European equities
Europe and Japan equities are favoured, but a key investment risk is China’s GDP surprising to the downside, said Edmund Yun, executive director and head of investment for Asia, who shared his second half views with Fund Selector Asia.
Europe: little choice other than equities
With bonds trading at low yields, investors seeking income now have little alternative but to turn to European equities, according to James Sym, fund manager for European equities at Schroders.
