The new year has started with a more balanced investment outlook in the fixed income market with coupon payments likely to be a main component of returns in 2018, according to Invesco Perpetual.
When it comes to investors demanding ESG, the speed of change may vary based on the type of investor and the country in which they live, but the direction of travel will not: the future will not be about offering a few ethical or green funds here or there but about moving to a full…
Europe’s passive funds will be given a boost in 2018 at the expense of active funds thanks to Mifid II’s drive for transparency on costs, according to research firm Cerulli Associates.
While technology stocks globally are still expected to perform well in 2018, fund selectors should be particularly careful with sector picks in Asia, according to Deutsche Asset Management.
While Italy faces election and non-performing loan (NPL) challenges, Aviva Investors believe that its market is looking attractive for investors in 2018 but fund selectors warn the country should not be a core part of a global portfolio.
In an environment of protracted Brexit negotiations, continued political uncertainty and weaker economic growth, investors generally lost faith in UK equities in 2017 with many migrating to global and absolute return funds.
Despite concerns about heightened political volatility, 2017 proved a strong year for funds investing in Europe with no funds in the IA Europe ex UK sector losing money.
Wells Fargo Asset Management (WFAM) has launched two Ucits, the Global Low Volatility Equity fund and the Global Long/Short Equity Fund, which will be sub-advised by Analytic Investors.
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.
Exchange traded fund (ETF) assets are set to triple within the next decade and their market share could be north of 35% within five to 10 years, according to European product builder HANetf.
Diversification into alternative liquid asset classes, in particular unconstrained bonds and long/short equities, have had a great year.
Almost 60% of fund selectors believe environmental, social, and governance (ESG) strategies will become more integrated into portfolios, though most currently have low or no weighting towards these strategies, according to an Expert Investor survey.
