Finding value in real assets as investor inflows accelerate

“Forward-looking sophisticated investors are increasingly boosting allocations to real assets.” In Pensions & Investments, Vince Childers, manager of the Cohen & Steers Diversified Real Assets Strategy analyses the positive factors driving real assets investments. Link.

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European equities ‘the next Cinderella story’

Negative sentiment surrounding European equities provides strong contrarian buying opportunity, argues Pras Jeyanandhan, co-manager on the Oyster European Opportunities fund at SYZ Asset Management, published in Expert Investor. Link.  

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Nordea AM CEO: it’s time for fully integrated ESG portfolios

“When a challenge like climate change faces civil society, that will have and should have an impact on the financial sector.” In Citywire Selector, Nils Bolmstrand, chief executive of Nordea Asset Management examines the significance and growth of sustainable investing. Link. 

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Why Germany is still a hot real estate play

Which cities are offering the most appealing investment opportunities in Europe? Rogier Quirijns, portfolio manager of European Real Estate Securities Strategy at Cohen & Steers reveals his top picks for attractive growth in residential markets. Watch the video in Citywire Selector. Link.

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Brexit presents a golden opportunity for UK investors

“One of the timeless truths of investment is that retail investors arrive too late in a market rally.” In FE Trustnet, Wise Funds’ Tony Yarrow outlines the value they are finding in the UK, despite ongoing Brexit uncertainty. Link.

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Chinese credit stimulus to boost global economy

“Now with Chinese authorities reversing tightening efforts, the impulse is trending back up.” In FT Adviser, Arno Lawrenz, global investment strategist at Ashburton Investments notes how economic changes in global markets can be tracked through China’s credit impulse. Link.

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Have we really learned lessons from the financial crisis?

“10 years on, have we now fully recovered from the worst financial crisis since the Great Depression?” In Money Observer, EdenTree Investment Management’s Ketan Patel discusses apparent threats that could be the driving factors behind the next global crisis. Link.

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