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Europe

Multi-manager

Aviva Investors' Aylward goes underweight US for first time since 2011

Ian Aylward has cut Aviva Investors' multi-manager exposure to US equities to an underweight position for the first time since 2011, fearing the stocks are deeply over valued.

clock 19 February 2015 •

Managed solutions

Multi-asset managers ready shock absorbers as correlations rise

Multi-asset managers are adopting a range of strategies to protect portfolios if asset class correlations begin to break down, turning to sector-specific investments and raising cash.

clock 16 February 2015 • 3 min read

Economics / Markets

German bond yields slip below Japan's for first time ever

Germany's 10-year government bond yield slipped below Japan's for the first time on record today.

clock 04 February 2015 •

Equities

Quick Qual: This week's smartest investment commentary

This week's smartest investment commentary

clock 30 January 2015 •

Economics / Markets

Germany enters first deflationary period in five years

Germany has tipped over into deflation for the first time in more than five years.

clock 30 January 2015 •

Europe

Sector report: The opportunity in European Smaller Companies

The unloved European Smaller Companies sector attracted few new suitors towards the end of 2014 but, as Amandine Thierree explains, there are plenty of opportunities for investors...

clock 14 January 2015 • 5 min read

Europe

Everyone's talking about... Europe

...Europe. What lies ahead as deflation, elections and QE loom large?

clock 13 January 2015 •

Economics / Markets

EU exit would leave Britain with 'zero influence'

The UK would have "zero" influence if it voted to leave the EU, the outgoing president of the European Commission has said.

clock 20 October 2014 •

Managed solutions

Fund Focus: Philip Saunders on why he likes 'unfashionable' equities

Fund Focus: Philip Saunders on why he likes 'unfashionable' equities

clock 29 September 2014 • 5 min read

Investment

Asset Allocators' Soapbox: A whistlestop tour of global opportunities

Asset Allocators' Soapbox: A whistlestop tour of global opportunities

clock 24 September 2014 •
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