Equities are overvalued, believe investors
There is a stronger than ever consensus among investors that equities are overvalued. Investors also believe central banks are too dovish.
Investment
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Trump’s Paris exit throws up problems for ESG bond managers
US president Donald Trump’s decision to withdraw from the Paris Climate Agreement may result in securities issued by the US government becoming ineligible for ESG investors, experts say. But ESG fund managers are reluctant to disengage.
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ETF assets surpass $4trn milestone
Record inflows in May powered total assets invested in ETFs across the $4trn mark. And Europe is picking up the pace.
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The enduring legacy of Franklin Templeton’s Mark Mobius
Mark Mobius, AKA Mr Emerging Markets, will be stepping back from day-to-day management of several high-profile funds at Franklin Templeton. He tells us where he would like to retire, if it ever comes to that.
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Investors eye small caps as global economy accelerates
Investor appetite for small caps has shot up this year against a backdrop of resurgent economic growth.
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Investors see value in FTSE 250 after election surprise
While investors aren’t finding as many buying opportunities after the general election, they are eyeing up the FTSE 250 stocks.
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Wealth managers dismiss ‘little local’ UK election
Wealth managers have dismissed the suggestion that the “little local issue” of Thursday’s UK general election will lead to any sweeping portfolio changes in the aftermath of the results.
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Investors keep pouring money into EM debt
Emerging market debt was the best-selling asset class with European investors for the fourth consecutive month in April, according to Morningstar fund flows.
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Perceived risk hides small cap outperformance, says SLI
Small cap equities provide better risk-adjusted returns than large caps, despite higher volatility, said Andrew Paisley, manager of Standard Life Investment’s European Smaller Companies Fund.
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Why now is the time to buy a multi-asset fund
Marcus Bayer explains why investors should consider a multi-asset fund to navigate the low-yield environment.
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The need for flexibility
In an environment where correlations between asset classes are fluid, you have to be flexible, argues M&G’s Christophe Machu.
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The benefits of factor investing
Factors can be important guidelines for investors because they can act as a counterbalance for behavioural biases, explains BMO’s Christopher Childs.