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.
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Opportunities in Europe
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
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
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.
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