Nordic fund selectors look to Asia, GEM over European equities
Demand for European equities is the lowest from Nordic fund selectors as they turn their interest towards Asia and emerging markets, according to Expert Investor.
Investment
-
-
Is the passive bubble ready to burst?
Everyone has heard about the bitcoin bubble; Neil Woodford has warned of a new tech bubble; and now investors are voicing concerns about a passives bubble. But if such a bubble exists, is it ready to burst? Or will index funds continue to steal market share away from their active peers?
-
Why European stocks are not expensive, and what to buy
Europe’s earnings per share (EPS) recovery is underway and valuations are not expensive, however, there is no sign of euphoria despite froth elsewhere, according to Bank of America Merrill Lynch (BofAML). The bank’s latest global research report said Europe’s EPS recovery was underpinned by booming macro data and recovering margins. Find out where the European…
-
Europe’s fund inflows set for record in 2017 – Morningstar
The net amount of money flowing into the European asset management industry is on course to hit a record level in 2017, thanks in part to strong demand for fixed income products, according to asset flows data compiled by Morningstar.
-
Use non-mainstream assets when conventional ones don’t cut it
When deciding on an investment strategy the temptation may be to follow the herd where there is safety in numbers, but sometimes it’s better to take the road less travelled.
-
Deflation risks to weigh on ECB, says J.P.Morgan’s Ward
Inflation, or the lack of it, especially in Europe, is one of the biggest uncertainties facing the markets in 2018, according to Karen Ward, the new chief market strategist for UK and Europe at J.P. Morgan Asset Management.
-
Boutique managers announce €1.9bn merger
Geneva-based Quaero Capital is to join forces with a London boutique asset manager to create a €1.92bn ($2.3bn) active investment house with a focus on Asia and high-conviction strategies.
-
Liquidity concern raising risk in European high yield market – Pictet
European high yield bonds are likely to be less attractive this year after a strong performance in 2017, due to high valuations and liquidity risk, argues David Gaud, chief investment officer Asia for Pictet Wealth Management.
-
Neuberger Berman slams credit agencies on ESG failings
More needs to be done by the big three credit ratings agencies to incorporate environmental, social and governance (ESG) concerns into their issuer ratings, according to Neuberger Berman.
-
Mobius to retire from Franklin Templeton after 30 years
Emerging markets pioneer Mark Mobius will be stepping down as executive chairman of the Templeton Emerging Markets Group (TEMG) and formally retire from Franklin Templeton on 31 January.
-
How to respond to the end of easy money
After a decade of ultra-low interest rates and loose monetary policy, the consensus is that central banks around the world will continue to tighten their belts in 2018, so how best to tackle the shift?
-
Morgan Stanley IM offers China A-shares access in new Sicav
Morgan Stanley Investment Management (MSIM) is to offer access to its well-established China A-shares fund through a Luxembourg-domiciled Sicav.