IPE's EU Coverage – Page 49
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Special Report
Euro-zone recovery: SME Lending – Affairs of credit
Everyone wants to secure funding for small businesses, which has led to initiatives across Europe designed to take up lending slack where banks have pulled back
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Asset Class Reports
Cheap oil and weak euro: Impact on European equities
Joseph Mariathasan considers the likely effects of dramatically cheaper oil and a weak euro on European earnings and equity market prices
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Asset Class Reports
European equities: The stock-pickers return
How can European equity portfolio managers find genuinely idiosyncratic stock risk amid the current top-down noise?
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Asset Class Reports
European equities: Recovery or retrenchment?
Martin Steward finds European equity managers disagreeing on how to position for the business cycle
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Asset Class Reports
European Equities: What is Europe, exactly?
Investing in European equities sounds like a straightforward task. But as investors finally begin to look upon the region more favourably, Joseph Mariathasan finds that ‘investing in Europe’ can mean many different things
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Asset Class Reports
European Equities: Transition management
As the market-leading stocks and sectors begin to rotate, Martin Steward finds the top manager positions occupied by those value managers that have maintained pace with their quality peers over the past three years
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Special Report
The Euro-Zone: A rising tide
A flood of global liquidity is floating all of the euro-zone’s boats – even those, like the Netherlands and France, whose economies have taken a turn for the worse. Lynn Strongin Dodds looks at the dynamics
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Special Report
The Euro-Zone: Understanding sovereign spreads
Lorenzo Naranjo and Carmen Stefanescu argue that European sovereign spreads are all about the flight to liquidity, not the flight to quality
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Special Report
The Euro-Zone: The Cyprus syndrome
Helen Fowler finds the risk-reward balance across European bank debt changing rapidly following recent resolutions
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Special Report
The Euro-Zone: From imminent catastrophe to exuberant recession
One of our six European chief economists’ views, from BNP Paribas Investment Partners’ William De Vijlder, sums up a theme of this month’s special report: “Depending how one looks at it, a lot or very little has changed in the last nine months.”
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Special Report
The Euro-Zone: ‘Whatever it takes’?
It is almost a year since Mario Draghi’s calming words for the euro-zone, but Daniel Ben-Ami reminds us that they only buy time for much more difficult fundamental reforms
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Special Report
The Euro-Zone: A dangerous mis-diagnosis
Michael Howell argues that austerity is the wrong solution for the euro-zone, and that bad debts need to be socialised or aggressively written-down to free-up seized credit markets
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News
Brussels to unveil proposals on pillars 2, 3 of revised IORP in autumn
EUROPE – Commissioner cites ‘broad consensus’ on issues of governance, reporting.
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News
Brussels postpones introduction of pillar one for revised IORP
EUROPE – Solvency rules should be an ‘improvement for pensions sector, rather than punishment’.
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Asset Class Reports
European Equities: Is there value in the periphery?
The most troubled countries in Europe appear to be turning a corner. Joseph Mariathasan looks at the opportunities in their equity markets, and asks if investors should go for quality or the more abundant domestic-focused and cyclical stocks
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Asset Class Reports
European Equities: Debating ‘quality’
Martin Steward finds three strategies, each with impressive longevity, illustrating three very different interpretations of ‘quality’ in European equities
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News
Towers Watson, Aon Hewitt urge EIOPA to drop market discount rate
EUROPE – Joint response by German consultancies allege EIOPA ‘willfully damaging’ European pensions.
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News
European Parliament approves new rules for ratings agencies
EUROPE – New legislation limits number of unsolicited sovereign ratings per year.
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News
Deficits account for 5% of European company market cap, says Mercer
EUROPE – Figure up nearly 2 percentage points since 2008 as liabilities rise €220bn.
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NewsEIOPA thinking to revise timeline for holistic balance sheet study
European authority looking to launch QIS at end of May, postponing results to Q1 2013, sources say.
