Investment
Macro Views | 15 May 17
EdenTree’s Hepworth ‘going against the herd’ on value
The “Trump bump” may have slumped in 2017, but EdenTree Investment Management’s chief investment officer Robin Hepworth argues the value trade is for the long haul.
Europe’s energy sector too cheap to ignore
The recent oil price retreat is just noise, and large cap energy company valuations are at historical lows, according to Toby Gibb, Fidelity International’s investment director of European equities.
Emerging Markets | 12 May 17
Where to find best value in emerging market debt under Trump
US president Trump’s trade and immigration policies are targeted at only three countries in the emerging market space which leaves more than enough investment opportunities for his portfolios, says Bryan Carter, head of emerging markets fixed income at BNP Paribas Investment Partners.
French election results seen a plus for Asia
The outcome of the French election has removed a key risk, revealing relatively cheap assets in Europe and Asia against a background of improved investor sentiment, industry sources told our sister publication Fund Selector Asia.
JP Morgan: It’s time to start loving industrials again
The global economy is finally emerging from the doldrums of the financial crisis and it is a prime time to move into more ‘unloved’ industries says Francesco Conte, co-manager of JP Morgan’s European smaller companies investment trust.