At the kick-off for the World Cup finals on 14 June, Russia will move to the public limelight for four weeks. Time for a closer look at the Russian economy and equity market.
Authors: Stephanie Clam Martinic (Senior Fund Manager Multi Asset Management) and Gabriela Tinti (Senior Fund Manager Equities Emerging Markets) In spite of the increase in prices, the interest in real estate is unwaning In view of the current level of real estate prices, direct real estate investments are hardly affordable anymore for private investors. The […]
Real estate has been in high demand from investors for a while. The keen interest in “concrete gold” has also moved the shares of real estate companies into the limelight of investors.
We have seen European equities outperform their American peers in the year to date, both in local currency and in euro. Not even the increase of the US dollar relative to the euro of 8% made a difference to that. What is this pro-European optimism based on? After all, the US economy has seen a […]