Strong EM passive fund inflows pressure active fees
As the number of passive products in the emerging markets space increases, active fund managers need to outperform to justify their fees, argues a report by Cerulli Associates.
Investment
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UK only region where dividend payments fell in Q2
The UK was the only region in the world to see dividends fall in Q2 according to the latest Janus Henderson Global Dividend Index.
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Robots, drugs and fees: The key trends that have shaped ETFs
The last 10 years have seen ETF products grow from pre-teens to fully fledged adults, even dabbling with drugs along the way. 7IM’s passive expert and senior investment manager Peter Sleep looks back at the biggest trends.
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Trump’s ‘fire and fury’ threat wipes $1trn from global markets
The drastic fall across global markets following president Donald Trump’s threats against North Korea are a sign of how pronounced downturns can be from lofty market highs, Rowan Dartington’s Guy Stephens says.
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IMF warns of ‘dangerous’ trajectory for Chinese debt
China’s growth outlook is expected to improve between 2017 and 2021, but the country’s rising debt level skews the figures and raises strong concerns, according to the International Monetary Fund.
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UK gilt funds shine in FE’s passive crown ratings
More than half of passive UK gilt funds have been awarded FE’s top accolade for their index-tracking ability, compared with just 18% of global equity funds.
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Could today’s India outshine yesterday’s China?
Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region’s growth prospects could be even greater based on five key indicators.
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Inflation-linked bonds attractive despite uncertain outlook
Despite a murkier outlook for global inflation, there could be “positive surprises” ahead which make inflation-linked bonds an attractive diversifier, Fidelity International says.
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China and momentum top MSCI in July
China was the best performing country last month for equity investors, while momentum beat other factors like quality, index provider MSCI has reported.
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Economics of ESG investing driving demand in Europe
A growing number of institutional investors in Europe are embedding ESG analysis in their investment processes in response to regulatory pressure, consumer demand and a rising appetite for new sources of investment signals.
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Appetite for absolute return funds falls to new low
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.
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ANALYSIS: Are we heading for a repeat of 2008?
You often hear the old adage “it’s different this time”, but 10 years on from the start of the global financial crisis, are we actually at risk of repeating the same mistakes?