Finding value in EMD and alternative fixed income
To navigate the hazards of the bond markets, one fund manager looks to US and emerging market debt for value while a fund selector finds opportunity in alternative fixed income.
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To navigate the hazards of the bond markets, one fund manager looks to US and emerging market debt for value while a fund selector finds opportunity in alternative fixed income.
Portuguese and Spanish fund selectors like European equities and emerging market debt, have improved their outlook on US stocks but are neutral towards Japanese equities, according to Last Word Research.
The days of treating ESG and sustainability matters as “extra curricular” are numbered and will be the differentiator for investments in the future, according to Legg Mason affiliates. Click through the slides below to find out five ways to integrate ESG into investments.
Long term investors should seek out some often overlooked sectors to boost portfolio diversification, according to Morningstar Investment Management. Click through the slides below to find out which five areas it has identified as hidden investment opportunities.
After news of Facebook’s privacy blunder broke last month, all European-domiciled technology focused funds have seen returns fall although two which focus on emerging market tech firms have bucked the trend, according to FE Analytics.
Strong gains in US equity markets over the past year have encouraged investors to target the asset class in 2018, but while most prefer large cap funds it’s the small caps that have generated the better returns.
The depreciation of the US dollar led to European investors lagging behind their US and Latin American counterparts in terms of performance in 2017 despite making the right call about being overweight European equities, according to Natixis Investment Managers. Click through the gallery to find out what asset allocation looked like for European, US, and…
Against the backdrop of a US bond market sell-off in January, a look at the performance of European US Government bond funds shows that not a single one has beaten the 10-year Treasury Note return of 7.25% over the three years to 31 December 2017, according to FE Analytics.
The top European US equity funds returned between 15.14% to 25.63% over the sector average since US president Donald Trump took office in 2017, according to FE Analytics. But negative sentiment is leading many fund selectors to pull out the asset class.
European asset managers’ appetite for equities is at its highest since March 2015 with the majority of fund managers responding to Bank of America Merrill Lynch’s latest fund manager survey reporting an overweight allocation despite seeing the asset class as expensive.
Flows into European equity exchange traded products (ETP) rebounded in 2017, after an annus horribilis in 2016, and the trend is set to continue thanks to MiFID II’s transparency requirements in 2018, according to reports.
Despite a strong year for US stock markets in 2017, a strengthening pound has taken some of the gloss from returns for UK-based investors.