Hermes Investment Management: Expect European upside in 2018 if corporate progress continues

James Rutherford, head of European Equities at Hermes Investment Management, notes that economic growth has been returning to the eurozone and renewed confidence has resulted in an increase in corporate activity. Rutherford explains that investors should keep one eye on the political outlook for Europe with the upcoming Italian elections and the ongoing Brexit negotiations […]

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T. Rowe Price: Expect European upside in 2018 if corporate progress continues

Dean Tenerelli, portfolio manager of the T. Rowe Price Continental European Equity Fund, tells Investment Europe that the outlook for investing in Europe is more solid in 2018 than it has been in recent years. He notes that investor sentiment is increasingly optimistic and, despite remaining risks, there are good opportunities to be found across the […]

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Avoid hype & follow fundamentals in resurgent European IPO market

Ben Griffiths, portfolio manager for the European Smaller Companies Strategy at T. Rowe Price, believes that the improved political and economic climate in Europe has encouraged an increase in IPOs. He suggested that investors must do research and assess businesses on their merits before they look to participate in IPOs as they can be both risky […]

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Implementing ESG in Emerging Markets

Gary Greenberg, head of emerging markets at Hermes Investment Management, discusses the importance for investors to engage with companies in emerging markets to help them exert a positive influence on the world. In Morningstar, he highlights Hermes’ engagement with Mexican and Russian banks and Brazilian companies. Link

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China’s bond market poised for flood of foreign capital

Rob Drijkoningen, co-head of emerging markets at Neuberger Berman, is excited at the possibility that China’s bond markets may be included in global indices next year. He notes in the Financial Times that there is potential for “at least $250bn-$300bn to flood into China”. Link

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Why the new Fed chief might hit pause

Thanos Bardas, portfolio manager, head of interest rates and sovereigns at Neuberger Berman, reacts to the Federal Reserve rate hike. In FE Trustnet, he explains why the next Federal Reserve chair might hold off increasing rates immediately. Link

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‘Reformed’ emerging markets more resilient to Fed action

Hartwig Kos, CIO and co-head of multi-asset at SYZ Asset Management, discusses the impact of Federal Reserve rate hikes on emerging markets. In Investment Europe, he explains why emerging market economies are more resilient today to US monetary policy tightening. Link

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