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  • SHOREX EVENTS ORGANISER

    Specialist media group for the wealth management industry                                                                                                                                                          

  • SHOREX EXHIBITION & CONFERENCE
    SHOREX EXHIBITION & CONFERENCE

    The exhibition and conference is a unique platform where professionals can network to explore new services, products and ideas

  • SHOREX ROUNDTABLES

    Roundtables - Personalised, targeted and efficient approach to connect with your potential client base and present your solutions

  • SHOREX GENEVA

    The Shorex Wealth Management Forum Geneva - Widely recognised as the leading European event for international wealth managers

  • SHOREX EVENTS
    SHOREX EVENTS

    Shorex has organised events in Europe, North America, South America and Asia with more than 40,000 professionals and HNWIs worldwide having attended

Popular Global Equities Income Funds in Europe

Global equity income funds are by no means a recent product initiative. Martin Currie Global Equity Income, the sector’s oldest fund, was launched in September 1983 followed by Baillie Gifford Global Income Growth in October 1984. Today, there are now over 1,000 funds (with respective share classes included) and investment trusts registered for sale in Europe within the Lipper...

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Exposure to Global Equities in European Funds of Funds

Global equities funds generally pose a particular problem for fund-of- funds managers. Because of their broad-based geographical exposure, they tend to be eschewed by selectors in favour of region-specific equities funds. With region-specific equities funds, favoured countries and parochial tastes can be accommodated. The variation between geographical equity sectors has...

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Fund Manager Briefing: Baring Global Resources Fund

Duncan Goodwin joined Barings in January 2014 as the head of global resources and lead manager of Baring Global Resources Fund from Martin Currie Investment Management, where he was a lead global resources portfolio manager for nine years. With his arrival Mr. Goodwin replaced Jonathan Blake as fund manager of Baring Global Resources Fund. Since the change of a fund manager...

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Global Equities: Europe faring worse than the US

European and US equities suffered a bad week as geopolitical concerns mixed with more hawkish Fed rumblings took their toll. Having fallen by on average 3% last week, developed markets are showing distinct signs of damage. The very simple question for investors is whether the current selling is a minor tremor or whether it is the start of something more serious...

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Fund Manager Briefing: Andrew Neville, Portfolio Manager, Global Smaller Cap Equities

“First, furthest, and fastest” might sound like a variation of the Olympics motto, but it is in fact the small-cap equity (SCE) mantra of fund manager Andrew Neville. He advocates SCE investing with considerable gusto and some compelling facts. The bases of his mantra are that SCEs rise first among all equities in a recovering economic cycle, they rise furthest, and in the first 12-24 months...

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Global Macroeconomic Update - Old Worries are Resurfacing

In my last comment, I noticed the quasi unanimous bullish view among market strategists and commentators, while acknowledging at the same time that leading indicators were turning encouraging in the developed economies. Of course, January had to catch every one wrong footed and this is exactly what happened. Long bond yields receded (almost -40bps for US treasuries) and equity...

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Global High Net Worth is expected to reach $55 trillion by 2015, growing at a strong annual rate of 6.5%

The 2013 World Wealth Report is the industry-leading benchmark for tracking High Net Worth Individuals (HNWIs) , their wealth, the global and economic conditions that drive change in the wealth management industry, and the key industry topics that firms need to tackle. New to the 17th annual edition are findings from the most in-depth primary research work publically available on...

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Promising US Employment Report - Challenging Week for Global Equities

US investors cheered a decent employment report, ignoring any fears that the Fed may begin to reduce QE sooner rather than later. After what was a very disappointing start to December, US equities managed to claw their way back to flat for the month. Other regions fared much worse with Europe down over 3% and Japan down over 2%. Yesterday's employment report pretty much hit...

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About Us

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more

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Les clients vont-ils bientôt investir en ayant ...
La sortie de l’Union européenne va-t-elle faire ...
La mission du cycle de conférences organisé à ...