US equities’ advance makes European investors run
The US equities rally has been given a fresh boost this year by continuing earnings upgrades and a weakening dollar. But Europe’s investors are not buying it.
Investment
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Global Bond ETF inflows surge by 40% in Q2
The global bond ETF industry garnered almost twice the amount of capital from investors in the second quarter of 2017 as it did the year prior, thanks to sustained demand for EM debt passive products.
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ANALYSIS: Why professional investors buy multi-asset funds
Multi-asset, or asset allocation funds, have been an investor favourite for years. But why would a professional investor invest in these one-stop shop funds?
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Which asset classes have seen the biggest inflows?
One-stop shop funds that take away responsibility for asset allocation have continued to be the blockbuster sellers with European investors. But which other asset classes have actually seen the strongest inflows over the past three years? The answer may surprise you.
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EM mania spreads to frontier markets
Frontier market equities saw the largest net inflows for a very long time in June, suggesting the interest in developing economies’ stock markets is broadening.
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The secret to US equity funds’ outperformance
Most active US equity funds struggle to ever outperform their benchmark. But this year, the secret to outperformance has been surprisingly straightforward.
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Benchmark huggers? Not in Luxembourg, claims regulator
There are no benchmark huggers in Europe’s biggest fund centre, Luxembourg’s financial regulator CSSF has claimed, “except one isolated case.”
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ANALYSIS: Sailing the macro winds in Japanese equities
Net inflows into Japanese equity funds by European investors have picked up recently, as the current macro environment looks conducive to Japanese equities. Asset managers are also becoming increasingly bullish on the asset class.
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Global asset allocation strategies are ‘no silver bullet’
While it’s no secret that passive, low-cost products are relentlessly increasing their market share, investors’ hunt for yield has also buoyed sentiment towards flexible and unconstrained mandates, according to Morningstar.
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Money keeps flowing into bond funds
Bond funds domiciled in Europe saw net inflows of €29bn in June, the second-highest monthly tally ever, according to Morningstar data. Total inflows for bond funds rose to €52.2bn in the first six months of the year, a new high for semi-annual net inflows into the asset class.
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OPINION: The case for Italian government bonds
Political risk in Italy is currently overstated, and government finances are better than markets appreciate. Investors have all the reason to be overweight Italian government bonds, argues David Zahn, head of European fixed income at Franklin Templeton Fixed Income Group.
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Investors go on unconstrained buying spree
Unconstrained bond funds have seen almost unconstrained inflows this year, according to Morningstar data. While more than 40% investors in Europe don’t use such funds, those who do invest in them tend to like them a lot.