Are FAANGs giving way to emerging tech?
EM tech companies have outperformed the famed FAANG stocks (Facebook, Apple, Amazon, Netflix, Google) this year. But do EM tech companies offer better opportunities on the long term as well?
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EM tech companies have outperformed the famed FAANG stocks (Facebook, Apple, Amazon, Netflix, Google) this year. But do EM tech companies offer better opportunities on the long term as well?
The big question on investors’ minds is whether equity markets will continue trending upwards in 2018. High valuations as such are not much of guide to answer that question, believes Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners. Instead, investors should focus on trends.
You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.
Fund selectors are losing enthusiasm for absolute return funds. Appetite for long/short equity and bond funds as well as multi-strategy funds has fallen to its lowest point for at least two years.
Multi-asset, or asset allocation funds, have been an investor favourite for years. But why would a professional investor invest in these one-stop shop funds?
One-stop shop funds that take away responsibility for asset allocation have continued to be the blockbuster sellers with European investors. But which other asset classes have actually seen the strongest inflows over the past three years? The answer may surprise you.
While it’s no secret that passive, low-cost products are relentlessly increasing their market share, investors’ hunt for yield has also buoyed sentiment towards flexible and unconstrained mandates, according to Morningstar.
Net flows into multi-asset funds have reached a two-year high, according to Morningstar fund flows data. Multi-asset is especially popular in two large European countries, known for their conservative investor base.
Marcus Bayer explains why investors should consider a multi-asset fund to navigate the low-yield environment.
In an environment where correlations between asset classes are fluid, you have to be flexible, argues M&G’s Christophe Machu.
Factors can be important guidelines for investors because they can act as a counterbalance for behavioural biases, explains BMO’s Christopher Childs.
Investors keep going big in multi-asset funds. What’s exactly their appeal, which strategies offer most value and how can you identify them?