Hedge strategies popular despite underperformance
The long/short equity hedge sector has lost about 6.6% over the last three years, according to FE Analytics
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The long/short equity hedge sector has lost about 6.6% over the last three years, according to FE Analytics
27% of European fund managers will be overweight in sector over the next 12 months, according to BofA
We look at outlook of European fund selectors. Which countries have the bleakest outlook and which assets are they shunning?
Japanese and European equity funds lead sell-off as investors avoid riskier assets, although US equity funds buck the trend
Inflows into unconstrained bonds plummet amid concerns about illiquidity in asset class as Swiss asset manager Gam freezes fund
Infrastructure funds have seen outflows for the first time in a decade but this has not discouraged pan-European fund selectors who are big fans of the asset class, according to Last Word Research.
Amsterdam-based Kempen Capital Management has announced that all of its funds will be tobacco-free by the end of the year.
Global emerging market (GEM) equities have been one of the most popular asset classes among pan-European fund selectors since Q3 2015 – but demand dropped dramatically during Q2 2018.
Pan-European fund selector sentiment towards US equities has moved up into the low to neutral territory from a negative position according to latest Last Word Research.
Norway, Sweden, and Switzerland’s housing prices will stabilise this year despite corrections, though it is too early to call an end to Europe’s housing boom as residential construction still lags demographic factors in most of the region’s cities, according to Scope Investor Services.
An over reliance on data filtering is not enough to make sustainable investment decisions that hold up to scrutiny, says a Swedish fund selector.
Lazard Asset Management has launched a commodities Ucits as a response to investor concerns over duration risk and rising inflationary pressures.