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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

Fund Manager Briefing: F&C Property Growth and Income Fund

There will be few investors and fund managers who do not remember the terrific liquidity crisis that afflicted U.K. property funds in 2008. The suspension and swing-pricing of funds - first the smaller ones and ultimately the behemoths - caused considerable trauma to a market that had not seen material challenges to the value of the asset class since the early nineties. An enduring legacy...

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Earnings Acceleration: Tracking Long-Term Secular Trends to Capture Growth in Emerging Markets Companies

In this Investment Viewpoint, we examine how correctly using earnings acceleration to forecast the extent of sustainable improvement can help to generate superior investment returns. We then explore how that process, in concert with analyzing and monitoring long-term secular trends, can be applied to investing in emerging markets...

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The Challenge of Generating Growth in a Zero Inflation Environment

October is usually an eventful month for financial markets, and the 2014 vintage definitely lived up to reputation. By mid-month, at the lowest point of the day the European equity market was down 12% from the end of September. It then recovered most of the ground in the following 2 weeks. Storm in a tea cup? It may looked like it ex post, but at the time it did not feel like that at all...

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Fund Manager Briefing: FOUR Global Income & Growth Fund

As with many funds that have a global mandate, the unique selling point of this one is what it doesn't actually contain. Colin McQueen has a starting point of 14,000 global stocks from which to choose, and he whittles those down to a highly concentrated portfolio of 40 to 60 holdings. It's no surprise that this portfolio has an active share of over 90% and is therefore aimed to please investors...

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The European Fund Industry Grows, Even as Consolidation Continues

Despite the European investment industry enjoying net inflows of €129.1 bn into all kinds of mutual funds over first quarter 2014, the number of funds—counted by primary share class—continued its trend toward consolidation. There were 541 funds created in Europe during first quarter 2014, while 437 funds were liquidated and 263 were merged. That meant the size of the European...

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Delivering Growth Rather Than Hope

We have not changed our macroeconomic scenario which calls for a continued recovery in the US and in Europe. In fact, the latest developments in Europe (ECB’s initiative, TLTRO, and Spain and Italy’s stimulus packages) have strengthened the foundations of the nascent recovery in the Euro zone. This is encouraging because we now need economic growth to justify equity valuations...

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China: Slow Economic Growth and Shadow Banking

The data that really caught our eye this week was the China GDP numbers. Many headlines focused on how markets rallied on better than expected GDP, which on one level may be correct as real GDP was 7.4% higher in Q1 ’14 compared to Q1 ’13. However, measured on SAAR (seasonally adjusted annual rate) the Chinese economy only grew in real terms by 5.7%! This is way...

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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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Evaluating Emerging Markets on Their Own Merits

Globalisation and the massive expansion in liquidity undoubtedly have something to do with the unforgiving and dramatic impact of perceived changes in US monetary policy on emerging markets. After all, some of the smaller emerging markets of the world have undoubtedly been recipients of this free-flowing capital (Turkey, Thailand, Indonesia and the Philippines have been some...

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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 ...