Investment
Investment | 15 May 17
ANALYSIS: How WannaCry makes cyber security a vital investment
Take a look at your surroundings. Chances are, most of your colleagues are staring at screens or, if you’re in a public place, those around you will be looking down at their phones. Even you’re doing it!
Investors dump US equities, buy Europe, says Lipper
US equity ETFs saw net outflows of €1.3bn ($1.4bn, £1.1bn) in April, in a sharp reversal from the previous month when it was the best-selling asset class overall, Lipper reported. European equity ETFs, by contrast, enjoyed huge inflows on the back of macro(n)economic optimism.
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.