Investors step up European equity buying
September saw renewed appetite for European equity ETFs after flows had dropped in August, according to data from Blackrock. But it was another asset class that really stole the show.
Investment
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Mistakes made, lessons learnt
We asked investment professionals from Stratton Street, Jupiter AM, Standard Life Investments and OMGI to reveal a past investing mistake and explain what they have learned from it.
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JP Morgan unveils first European ETFs
JP Morgan Asset Management (JPM AM) will launch its first two European ETFs “imminently”. Both ETFs will be actively managed, and will compete with traditional hedge funds, the company said.
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ANALYSIS: Time in the sun is over for credit
Leading bond investors issued separate warnings on Friday that the dual tailwinds credit investors have enjoyed in recent years are about to die down.
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Investors dump emerging market debt as Fed hike looms
Emerging market debt has been the best-selling asset class with European investors this year. But flows turned negative in late September against a backdrop of a hawkish Fed and a strengthening dollar.
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Is the Trump trade back on?
Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.
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ANALYSIS: Investors bank on financials
Few sectors have been as volatile as banking stocks over the past few months and years. Despite that, bank equities could outperform on both sides of the Atlantic thanks to benign macro forces.
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ANALYSIS: More work needed to drive long/short equity fund revival
Long/short equity funds have started to recover from a disastrous 2016, leading to a pick-up in inflows. But managers still have work to do to regain the confidence of sceptical investors.
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EMs dominate list of ESG-friendly countries
There are more emerging economies than developed markets in Candriam’s latest list of investable ESG-friendly countries.
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The merits of sustainable investing – fund selectors disagree with clients
The majority of retail investors see sustainable investing primarily as a means to achieve higher returns, according to a poll by Schroders. Professional fund selectors are taking a different stance.
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BNY Mellon launches benchmark hugging high-yield bond fund
BNY Mellon IM has launched a high-yield bond fund. The new fund aims to combine “the best of the active and passive worlds” while still charging less than the most popular US high-yield bond ETFs.
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Japan snap elections – should investors care?
Japanese equity fund managers are backing small and mid cap companies in the tech space as well as ‘online disrupters’ ahead of the snap election to be held in October.