Investors flock to EM debt in yield-starved world
With most global fixed income markets priced for perfection, investors are flocking to the one yield hold-out left: emerging market debt. But are investors really being compensated for the risk?
Investment
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Bitcoin interest beats gold in Google first
Google searches for ‘buy bitcoin’ overtook searches to ‘buy gold’ for the first time in October according to precious metals trader BullionVault.
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US equity fund managers pin hopes on Trump
US equity fund managers believe the S&P 500 can continue to add to a 26% rise over the past year. But barring good news to come out of Washington, there is little to cheer about for expensive US equities.
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Bitcoins – passing fad or new era of investment?
Bitcoins have attracted a tremendous amount of noise this year and are now firmly in the mainstream. But are cryptocurrencies a passing fad? Or should investors be paying attention?
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European equity sales bounce back
Investors resumed their European equity buying binge in September, after a brief pause in August, as net fund flows into the asset class recovered to levels seen earlier in the summer. Japanese equities are also in demand.
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Investors switch from US high-yield to emerging markets
It has been a consensus trade for yield hunters this year: buying emerging market debt. A net €54bn has already flown into the asset class this year. This contrasts with recent outflows from high-yield bond funds.
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How can you make money in bonds? We ask Adrian Owens, investment director at GAM
We asked Adrian Owens, investment director, fixed income and currencies, GAM, how is it possible to add value in bonds?
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Profiting from disruption to US equities – Artemis’s Stephanie Sutton
We asked Stephanie Sutton, investment director, US equities at Artemis Investment Management, about her outlook and her process
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How to spot lying company management: Jupiter’s Mike Buhl-Nielsen
We talk to Mike Buhl-Nielsen, manager of the Jupiter Europa fund – a long/short European equity fund.
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As market risk increases, is now the time for convertibles? We ask Aviva’s David Clott
We talked to David Clott, head of global convertibles at Aviva Investors and asked him a few questions…
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Billionaires buy up ever more sports clubs
The ultra-wealthy are investing in sport at a rate higher than ever before, with more than 140 of the top sports clubs globally now being owned by 109 billionaires, according to a joint UBS Group and PwC report.
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Expert Investor Alternative Ucits Congress – Photo Gallery
Here is a selection of photos taken at the Expert Investor Alternative Ucits Congress, held in Noordwijk, the Netherlands, on 19 and 20 October.