Dirk Enderlein, portfolio manager for Wellington Management’s Strategic European Equity approach, explains why he believes European equities are underappreciated, and why sovereign debt fears are creating attractive buying opportunities for the long term.
Archive
Debt burdens driving down valuations
Germany is leading northern Europe out of recession while the south continues to suffer from debt issues, but it is a company’s links to emerging markets that is catching investors’ attention.
Joerg Zeuner VP Bank Group |
What is the right approach to financial regulation?
We will not restore investors’ confidence unless they can be indemnified in case of fraudulent and damaging behavior from providers.
Guillaume Prache EuroInvestors |
Fragmentation of the global village
A number of potentially divisive cultural, economic and social issues are having an increasing impact on investment decisions.
Alternatives fighting to win back investors
Institutional investors are moving into hedge funds but are private clients set to follow their lead?
What is the right approach to financial regulation?
We will not restore investors’ confidence unless they can be indemnified in case of fraudulent and damaging behavior from providers.
Guillaume Prache EuroInvestors |
Reconditioning hedge funds
The hedge fund world is changing, both in terms of the business models and products on offer and in the types of investors they are looking to attract.
Joe McDonnell Morgan Stanley |
Debt burdens driving down valuations
Germany is leading northern Europe out of recession while the south continues to suffer from debt issues, but it is a company’s links to emerging markets that is catching investors’ attention.
Joerg Zeuner VP Bank Group |
Are structured products back on the table for private clients?
Having been hit hard by the fallout from the financial crisis, what role do structured products have in private client portfolios? PWM invited eight leading figures to debate the state of the market.
Rountable |
Speculative investors take profits and run
Increasing demand for commodities over the long-term seems assured, but fears over a slowing global economy are leading to extremely volatile prices.
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