euro

Brexit and institutional investors

What are the consequences of the Brexit vote for institutional investors with a long-term horizon? Less than what they might seem, says Stephen Kotkin. But upheaval may be likely all the same.

Stephen KotkinJuly 15, 2016

Investors and academics agree that political developments in Greece are important because they may shape how financial markets will respond to future political situations in the Eurozone. But according to Olivier Rousseau, the executive director of the FFR, the French pension reserve fund, there is more hype outside of the Eurozone on the implications of […]

Amanda WhiteJuly 10, 2015

Investor Profile

Danish PFA mutes Euro pessimism

Danish pension investor PFA is continuing a switch out of European government bonds in favor of global equities, but has begun reinvesting in Europe’s southern periphery. DKK-350-billion ($63-billion) PFA announced a $900 million purchase of equities in April, commenting at the time that the crisis in Cyprus had increased the risk to its European bond […]

Dan BillinghamNovember 22, 2013

Uncategorised posts

Is the end nigh for the euro?

The outlook for the euro is dire, according to the Frankfurt-based Georg Schuh, head of fixed income, Europe, for Deutsche Asset Management, and investors should react accordingly.

Amanda WhiteAugust 31, 2011