Investors Dump Italian Bonds and Bank Stocks on Euro Worries

Investors concerns have increased following the leaked Italian coalition agreement between 5-Star and League. Speaking to  The Wall Street Journal,Fabrizio Quirighetti, co-head of multi-asset at SYZ Asset Management, states with public debt at 130% of GDP Italy remains a risk. Link

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Passives lack means to make corporate managers accountable

Writing in Money Observer, Joseph Amato, chief investment officer for equities at Neuberger Berman, discusses the debate around active and passive investing and shareholder engagement. Amato notes that active investors benefit from the resources necessary for engagement and investors should be aware that active managers are better able to hold management teams to account on […]

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Bookmakers hit by £2 limit on betting machines

Neville White, head of SRI policy and research at EdenTree Investment Management, commented on the government’s plans to limit fixed odd betting terminals to £2 down from £100. White welcomes the government’s decision to put vulnerable gamblers and the social cost of addiction at the heart of a reformed policy on fixed odds betting terminals, […]

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Bond veteran: my FX shorts and why I don’t back ‘home run’ bets

Jon Jonsson, manager of the Global Bond Absolute Return fund at Neuberger Berman, speaks to Citywire Selector about his FX shorts, which include the euro and the Swiss franc. He also discusses his largest positions, which are currently on places in Europe he believes will recover and are undervalued currencies, but are subject to change. […]

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Four unloved healthcare stocks that stand to benefit from ageing populations

Claire Shaw, manager of the European Mid & Small Cap fund at SYZ Asset Management, highlights in Investment Week her top four European healthcare stocks which look set to benefit from an ageing population. She notes there are plenty of opportunities in this unloved sector with shifting demographics and increasing lifespans. Link

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Top Funds to Ride the Oil Price Rally

A fall in oil inventories and geopolitical uncertainties have helped drive the price of oil upwards. Richard Robinson, manager of the Ashburton Global Energy fund, comments in Morningstar “the implications for the market fundamentals are bullish – the market can hardly afford yet more oil to be removed from an already tight and tightening outlook.” […]

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How rated managers are set for Abenomics and beyond

Joel Le Saux, manager of the OYSTER Japan Opportunities fund, explains why his big call for 2018 is a change of monetary policy by the Bank of Japan. In Citywire Selector, he also examines Prime Minister Shinzo Abe’s prospects, as employment growth remain strong in Japan and with the upcoming consumption tax hike planned for […]

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Buy, hold, sell: Hunt for corporate change fuels growth

Featured in Money Observer, Tim Crockford, manager of the Hermes Europe ex UK Equity fund, outlines his high-conviction strategy which seeks out companies with elements of change. He discusses what compelled him to buy the Danish energy company Orsted, hold German manufacturer Sartorius and sell German supply firm MTU Aero. Link

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Ten reasons why the dollar will continue to weaken in 2018

In Investment Europe, Michalis Ditsas, fixed income investment specialist and Fabrizio Quirighetti, co-head of multi-asset and manager of the OYSTER Absolute Return fund at SYZ Asset Management, discuss their predictions for the US dollar. They note, “the dollar will weaken in the second half of the year, with a target of 1.30 against the euro […]

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Growth reversal to power next phase of Indian equity expansion

Writing in Money Observer, Simon Finch, co-manager of the Ashburton Chindia Equity fund, explains how recent instability has provided an attractive entry point into the Indian market. Simon notes “our focus remains on unearthing the companies able to reap the benefits of the country’s numerous positive fundamental factors.” Link

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