Swedes brace for another market correction
Three quarters of Sweden’s fund selectors expect yet another plunge in equity markets before year-end, according to a poll held at Expert Investor Sweden in Stockholm last week.
Emerging Markets
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Munich’s fund selectors seek refuge in European equities
In these times of great macroeconomic uncertainty, Munich’s fund selectors are looking for a hiding place in Europe, a more popular investment destination than ever before.
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Finnish fund buyers: bargains ahead in EM
Are the Finns all going contrarian? It looks like it, as a record 58% of fund buyers from the Nordic country will be increasing their exposure to emerging market equities in the next 12 months.
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Asset manager pessimism on US and EM deepens further
Return expectations from US equities among asset management companies are at a post-financial crisis low. EM equities may look cheap after last week’s correction, but asset managers have their reasons to stay sceptical.
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EM rout helps US equity inflows in July
European investors again added to their US equity allocation in July after a 6-month pause. Net inflows amounted to €2.7bn, the largest since February 2014.
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Investors rush out of EM equities and into Europe
The Great Rotation from emerging markets to developed market equities is now in full swing: while investors pulled out a record €7.1bn from global emerging market equities in July, net inflows into their developed market equivalents were at their highest since February 2014.
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EMs and energy out in the cold as managers go long on the dollar
Fund manager sentiment on emerging markets and energy stocks has hit a new low, according to Bank of America Merrill Lynch’s August Fund Manager Survey.
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Report: Emerging markets elevated to high risk
Growing concerns in China and other emerging markets could lead to “a prolonged deceleration” and have a “severe knock-on effect across the EU and the US”, according to the most recent report on risk by the Economist Intelligence Unit.
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Risk-on Danes still love Europe
The Danes are once again Europe’s most optimistic investors, with a record 83% of them having a positive macroeconomic outlook. They are in a convincing risk-on mode, with continuously high demand for European equities and relatively big appetite for risky bonds.
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Investors lose faith in emerging markets
International asset management companies are more bearish than ever about emerging market equities, amid worries about the effects of a Fed rate hike on the asset class and a renewed slump in commodity prices. Sentiment has dropped into negative territory, and return expectations for the asset class are now even more depressed than those for…
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Demand for emerging market equities evaporates
According to EIE’s freshest data, emerging market equities are battling for the unpopularity prize. While US equities remain the least popular equities, fewer European investors than ever before are looking to enter Asia.
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China GDP climb does little to reassure investors
China’s second quarter annualised gross domestic product figure of 7% beat expectations of 6.8% but it has done little to increase investor confidence in the world’s most populated country.