There is value in European equities
Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
Investment
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‘Half of S&P 500 will be passive owned within a year’
More than half of the S&P 500 will be owned by passive investment strategies within the next 12 months, Fidelity’s Dominic Rossi believes.
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Do expensive funds provide value for money?
When investors decide to buy a fund that charges higher-than-average fees, they presumably do so because they expect the manager to compensate for this by delivering outperformance.
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How volatile are investors in their allocation opinions?
Every quarter, Expert Investor asks European fund buyers how they intend to change their allocations. Click through the slides below to see which asset classes investors change their views about most frequently.
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East Capital launches sustainable emerging markets fund
The emerging market equity specialist East Capital has launched its first ever global emerging markets fund. It’s also the company’s first fund that is explicitly named as ‘sustainable’.
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Fidelity jumps on ESG bandwagon
Fidelity has launched its first ever active ESG fund: the Fidelity FIRST – ESG All Country World Fund. It follows the launch of two ESG index funds in its home market, the US, last month.
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Emerging market bond inflows – just starting or topping off?
Has the run into emerging market bonds only just started, or have flows already reached saturation point? And what does that mean for the outlook for the asset class?
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What next after China A-share MSCI inclusion?
Wealth and asset managers give their views on the implications of the MSCI inclusion of Chinese A-shares and reveal where they find investment opportunities onshore.
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Saudi Arabia closes in on emerging market status as royals reshuffle
Saudi Arabia has taken a big step towards being classified as an emerging market after the MSCI added the Gulf state to its watchlist for potential upgrade on Tuesday, with the Saudi royal family making an unprecedented succession change a day later.
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China A-share inclusion a small first step
Largely within expectations, the MSCI will add Chinese A-shares to its emerging markets indices starting in May next year – a symbolic rather than impactful move in the short run.
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Investors remain hungry for value stocks
European value stocks have been in high demand with investors, who are banking on a sustained macroeconomic resurgence in the eurozone. And their enthusiasm for ‘cheap’ stocks shows no signs of abating.
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Frontier markets – is it still an asset class?
With a string of countries having been promoted from frontier markets to emerging market status by index provider MSCI in recent years, investors need to ask themselves the question: are frontier markets still a viable asset class? And if they aren’t, is that actually a problem?