In this AlphaSight update, S. W. Mitchell Capital European small cap specialist Jamie Carter gives his impressions on some ailing European markets, such as France and Norway, after a recent visit. Continue reading “What we learned from ‘sobering’ French visit”
Category: News
Why we are betting on a Glaxo revival
In this AlphaSight update, S. W. Mitchell Capital European equity manager Stuart Mitchell explains why he has added GlaxoSmithKline after a number of years of disappointment. Continue reading “Why we are betting on a Glaxo revival”
Fears for US retailers as e-commerce grows
In this AlphaSight update, Eagle Asset Management’s David Blount, a portfolio manager for Nordea, explores why continued online consumption has created major problems for many traditional bricks and mortar retailers. Continue reading “Fears for US retailers as e-commerce grows”
The 3 key challenges for investors in 2015
In this AlphaSight update, Redington’s head of manager research Pete Drewienkiewicz discusses the three key challenges investors must keep a close eye on in 2015. Continue reading “The 3 key challenges for investors in 2015”
Dynamic drivers emanating in Europe
In this AlphaSight update, S. W. Mitchell Capital European small cap specialist Jamie Carter explores some of the positive dynamics emerging in many European counties – such as Ireland, Spain and the Netherlands. Continue reading “Dynamic drivers emanating in Europe”
Companies defy gloomy Europe sentiment
In this AlphaSight update, S. W. Mitchell Capital European equity manager Stuart Mitchell discusses why the insights gained from companies on the ground is defying the current gloomy sentiment towards Europe. Continue reading “Companies defy gloomy Europe sentiment”
India: The most attractive global market
In this AlphaSight update, Nordea Asset Management’s Jorry Rask Nøddekær explains why a reforming India could be the most attractive global equity market over the next three to five years. Continue reading “India: The most attractive global market”
The challenges with fund platforms
In this AlphaSight update, Investment Quorum’s Lee Robertson dissects some of the challenges facing advisers when selecting and utilising an investment platform. Continue reading “The challenges with fund platforms”
Funds to watch for thriving Japan
In this AlphaSight update, FundCalibre’s Darius McDermott explains why he remains bullish on the Japanese equity market and outlines the strategies poised to prosper. Continue reading “Funds to watch for thriving Japan”
Be wary of cyclicals as growth struggles
In this AlphaSight update, Henderson head of retail fixed income John Pattullo explains how he is positioning his portfolios during the current environment of low inflation and sluggish growth. Continue reading “Be wary of cyclicals as growth struggles”