Continue reading “Which financial stocks offer the best potential?”
Kiosks and ‘mom and pop’ stores are beginning to lose sway as Russia’s big five food retailers take control, reports the Financial Times. Alexis Mathieu, manager of the S. W. Mitchell Capital Emerging European Fund, explains organic growth and consolidation among the larger players are opening up a new investment opportunity in the region. Continue reading “Modern retailers shake up Russian food market”
The investor risk aversion needle has moved to heightened levels since the start of the year, according to Hermes Investment Management’s Geir Lode. The head of global equities tells Investment Week why measuring company quality and governance structures can protect investors from value traps in the current environment. Continue reading “Investor ‘risk aversion needle’ continues to rise”
Investment consultancy Redington has announced the appointment of Lydia Fearn to the newly-created role of head of defined contribution and financial well-being, City AM reports. Continue reading “City Moves: Who’s switching jobs”
IPE reports Lydia Fearn has been appointed to the newly created role of head of DC and financial well-being, in its Wednesday people round-up. Continue reading “Wednesday people roundup”
The late 1950s and early 1960s heralded a golden age of food retail in Europe – and Russia is now poised for a similar investment story, S. W. Mitchell Capital’s European Emerging Markets Fund manager Alex Mathieu tells Portfolio Institutional. Continue reading “Russian retail: An illustration of structural growth opportunities in Eastern Europe”
For investors looking for value and a sector still in the middle stages of its economic cycle, the real estate securities market in Continental Europe may be worth a look, Neuberger Berman’s Global Real Estate Securities Fund manager Gillian Tiltman tells International Adviser. Continue reading “Birth of a sector: Europe’s listed real estate revolution”
Pensions consultancy Redington has announced the appointment of Lydia Fearn to the newly-created role of head of DC and financial well-being, reports Pensions & Investments. Continue reading “Redington recruits head of DC business”
This week’s NAPF conference is one of the industry’s greatest opportunities for debate, and Rob Gardner tells Pensions Expert the central question must be: can we use the energy of debate to power a collective response to an unprecedented pensions crisis? Continue reading “Collective response to an unprecedented problem”
As regulations have made it more expensive to hold cash on the sidelines and provide liquidity, managers must diversify their funds to deal with these headwinds, according to Neuberger Berman’s Jon Jonsson. The Global Bond Absolute Return fund manager tells Citywire Global why he has diversified methods across asset classes, countries, and maturities. Continue reading “Bond veteran Jonsson: how to avoid the liquidity trap”