0 Have your say Europe Day has just been held. It records Robert Schuman’s declaration on May 9, 1950 that peace and unity would be created by establishing a European institution which would pool and manage coal and steel production. Certainly those investors who have placed their money in Continental Europe in recent years have enjoyed good returns. Over the last decade, a top performing investment trust like Jupiter European Opportunities has grown by over 660 per cent.Europe is an important part of the global economy. “European shares should have a place in virtually every investment portfolio,” says Kelly Kirby, chartered financial planner at adviser Chase de Vere in Leeds.Many good quality companies with consistent profits and strong cash-generative balance sheets are based in Europe, notably Nestle, Novartis and Roche. Frequently such firms earn half their revenue from outside the eurozone and so are trading globally. Belgium-based AB … [Read more...] about Now could be perfect time to invest in Europe powerhouse
China investment in uk
HONG KONG (Reuters) - China's property investment overseas is expected to be little changed this year at $10-$20 billion (£7.7 billion-£15.3 billion), after volumes dropped 63 percent in 2018 in response to tighter financing conditions, according to a survey by real estate consultancy Cushman & Wakefield. Chinese real estate investment overseas hit a four-year low at $15.7 billion last year, while investors disposed over $12 billion of overseas assets, data from Real Capital Analytics showed. Chinese regulators have been clamping down on speculative overseas deals for the last few years as part of efforts to staunch capital outflows and keep debt risks under control. According to Cushman & Wakefield's survey of 51 Chinese investors, 69 percent said they did not expect policy restrictions related to overseas property investment to ease in 2019, while 59 percent did not agree the domestic real estate lending environment would improve. The survey was conducted in the … [Read more...] about Little change seen in China’s outbound property investment in 2019
By: John Stepek 19/02/2019 This article is taken from our FREE daily investment email Money Morning. Every day, MoneyWeek's executive editor John Stepek and guest contributors explain how current economic and political developments are affecting the markets and your wealth, and give you pointers on how you can profit.Sign up free here. One of the most important lessons you can learn about investing is just how short people’s memories are. A trend doesn’t have to last for all that long before investors start to believe that “it’s always been this way”. Take the US stockmarket. It’s been trouncing rival stockmarkets for years now. It’s expensive – everybody knows that. But it deserves to be. Doesn’t it? There’s nothing special about the US, believe it or not I read an interesting piece from Mebane Faber of Cambria Asset Management this morning. (I recommend you follow him or sign up for his emails … [Read more...] about Is enough of your money invested in overseas stocks?
27/12/2018 We asked our contributors to choose their favourite investment ideas from around the world for this year and beyond. Here’s what they came up with. Richard Beddard XP Power (LSE: XPP) is top of my buy list. It manufactures power converters that do a similar job to those used in household appliances and home computers: they change electricity from the mains supply (alternating current) into the direct current used by machines. XP Power’s converters are more sophisticated because they are used in complex industrial machinery and medical equipment. Failure of these machines would be expensive, perhaps even deadly, so the power converters are made to a high specification. The big risk facing companies that supply industrial equipment and components is the capital equipment cycle. During recessions manufacturers reduce investment in new equipment to save costs, which affects the revenue and profitability of their suppliers. XP Power, however, has sustained high … [Read more...] about Invest in helium, biotech, and UK small caps in 2019
By: John Stepek 20/12/2018 Will we live long enough to see Brexit? Is the US dollar heading for a bear market? Will wages take off in 2019? John Stepek asks the experts at our Christmas Roundtable. John Stepek: How will Brexit affect markets next year? Jim Leaviss: Since the 2016 referendum, sterling has already weakened substantially. On the Big Mac index, it’s one of the world’s cheaper currencies. And we don’t have that doom loop that existed in the US in 2008 after the Lehman Brothers crash, whereby falling asset prices created more panic. Now if sterling falls a bit… Tim Price: …it just boosts FTSE 100 earnings. Jim L: Exactly. If anything, weaker sterling helps. So I don’t think we have that to worry about. Even so, I think next year will be very difficult for sterling assets. Bank of England governor Mark Carney’s worst-case scenario for commercial property was the one that Jim Mellon: Yes, but how good has … [Read more...] about What to invest in as the bear market in shares kicks in