Tuesday 22 April 2025
Stock markets are too complacent about the potential consequences of the UK’s historic vote to leave the EU, says Robeco’s Lukas Daalder.
Mark Burgess, CIO EMEA and Global Head of equities at Columbia Threadneedle Investments, discusses the market reaction post Brexit, the impact of central bank actions and why Columbia has decided to reduce its equity exposure from overweight to neutral in asset allocation portfolios whilst favouring European high yield in the credit space.
Cédric de Fonclare, manager of the Jupiter European Opportunities SICAV fund explains why Johnson Matthey, Nokia, Tenaris, Pandora and Ryanair can currently be found in his portfolio.
EnterNext, the Euronext subsidiary dedicated to promoting and growing the market for small and medium-sized companies (SMEs), welcomed Cerinnov the 21 june 2016, a specialist in robotic engineering and industrial equipment, for its first day of trading on Alternext Paris.
With the Euro 2016 football tournament about to get under way, we assess the investment opportunities offered by some of the main contenders.