Global Investing

Optimism of the $5 mln+ in Spain, Ireland

July 18, 2012

Crisis, what crisis?

Wealthy investors across Europe are confident about the future of the euro zone and the efficiency of unpopular austerity policies, with the rich in bailed-out Ireland and Spain topping the list, according to a survey published by J.P. Morgan Private Bank on Wednesday. The study, conducted in May and June, said:

March bulls give way to April bears in emerging markets

By Reuters Staff
April 13, 2012

The dust has settled on a scintillating first quarter for emerging markets but the cross-asset rally of the first three months has already run out of steam. A survey by Societe Generale of 69 EM investors shows that over half are bearish — at least for the near-term.

Emerging Markets: the love story

By Reuters Staff
February 14, 2012

It is Valentine’s day and emerging markets are certainly feeling the love. Bank of America/Merrill Lynch‘s monthly investor survey shows a ‘stunning’ rise in allocations to emerging markets in February. Forty-four percent of  asset allocators are now overweight emerging market equities this month, up from 20 percent in January — the second biggest monthly jump in the past 12 years. Emerging markets are once again investors’ favourite asset class.

from Funds Hub:

Live from the City Oscars 2010

June 15, 2010

I'll be at the Guildhall in London today for the latest run down of the financial sector's favourite brokers, analysts and fund managers.

from Commentaries:

Don’t hold your breath for European flotations

July 28, 2009

COLOMBIA/A web-based survey of more than 40 European institutional investors by investment bank Jefferies shows most -- 83 percent of those who responded -- are not expecting a re-opening of the IPO market in the UK and Continental Europe before the middle of 2010.