Evenco International, Bloomberg and Roubini Global Economics, along with the sponsorship of Amundi Pioneer, BlackRock, Carmignac, Invesco US, Lazard Asset Management and Robo Global will bring together senior professional wealth advisors and institutional investors from across the Americas, including some of the largest financial institutions in asset management, to discuss the latest in absolute return, …
We are delighted to invite Italy’s most influential Fund Selectors to the new Evenco International Fund Forum at the Westin Palace in Milan on 27th September 2018. A half day, morning fund forum for professional investors, supported by the CFA Society Italy. Agenda 08:30 REGISTRATION 09:00 WELCOME SPEECH 09:10 GLOBAL ECONOMIC OUTLOOK & FORECASTSMike Gallagher, Chief Economist, …
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Alina Donets, vice president and portfolio manager at Allianz Global Investors joined us for the Evenco International Fund Forum in Helsinki. Donets spoke about the issues surrounding US water infrastructure – a network system that is in poor shape. And how replacing obsolete water infrastructure is now providing significant opportunities for institutional investors. Alina quoted …
Continue reading "Allianz: investments in water infrastructure on the rise across the US"
In early September, we travelled to Milan to meet with a number of top fund selectors fromItaly’s major banks. As far as markets are concerned, we found them in a less than ebullient mood. Risky assets, with the notable exception of US equities, are out of favour, while government bonds are in fashion again. There …
Continue reading "Italian investors turn risk-off but embrace ESG"
March 2021 ITALIAN INVESTORS TURN TO EQUITIES Italian investors traditionally invest the bulk of their assets in bonds. But based on Evenco’s latest survey from the country, a historic change in thinking is on the way. The Italian fund selectors and portfolio managers we interviewed in early March are almost unanimous in their view that …
Q1 2021 PAN-EURO – COMMON INVESTMENT PATTERNS Fund buyers across Europe are widely different as they serve clients with very different risk profiles. However, few patterns have emerged regarding asset classes where investors see value in, or are concerned about. Debt markets are the largest markets in the world. Thus, their performance exerts a massive …