The Decisive Eye: A strategic bulletin on issues and opportunities in European real assetsSubscription
In this latest issue of the Decisive Eye, we examine Europe’s DIGITAL future: Demographics, Infrastructure & Globalization, and Innovation Themes for Active Long-term investments.
We have never lived in a more interconnected society. We can communicate with friends and colleagues on the other side of the planet in the blink of an eye, and have more access to more information than ever before.
Economic Insights: June 2018Subscription
Stock market outlook: It may be a long, hot summer. Defensive stocks outperformed in June; investors may be starting to worry. We believe the robust U.S. and world economy should bring higher stock prices later this year.
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Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
Unlike autumn where change is evident, the shift to summer is less dramatic. One day the air feels different than before, and before you know it, the chill in the nights has left, and a new season officially arrives. With relatively few meaningful shifts evident on the surface among manager expectations recently, change has been harder to recognise, but it does seem the nights are getting warmer. As often in high summer, storms – in the form of volatility – may be on the horizon....read more