Investors put their money where their mouth is
European investors did in April what could, or perhaps even should, be expected from them: they sold US equities and bought the assets they said they would.
Investment
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A look at frontier market investing
Frontier markets tend to have a low correlation with other markets and are relatively insulated from disruptive global events. The asset class could therefore be a good diversifier.
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Smart beta strategies retain momentum
Smart beta equity strategies continue to widen their appeal with institutional investors. Europe remains the front-runner, but other regions are catching up. A certain kind of smart beta product is particularly popular.
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What do investors use ETFs for?
The use of index trackers by professional investors has skyrocketed in recent years. Investors have been attracted by the easy access to ETFs, their transparency and of course their low fees. But what do they exactly use ETFs for? Greenwich Associates asked 132 institutional investors the question.
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ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?
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DZ PRIVATBANK’s Willi Oberbeck on the merits of absolute return funds
Willi Oberbeck, a fund selector at DZ PRIVATBANK, tells why he already started using alternative Ucits funds more than six years ago, long before demand for absolute returns started to really heat up.
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How can investors achieve smooth returns?
Combining steady returns with low volatility is a key requirement for most investors. In this video, Unigestion’s head of macroeconomic research explains how investors can achieve that.
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Why now is the time to increase your emerging markets exposure
Increased urbanisation and the rise of the middle classes are the long-term drivers for emerging markets. But there are a couple of other short-term factors that make the asset class even more compelling, says Kevin Barker.
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Absolute return managers can profit from divergence
As economic trajectories and central bank policies across the globe diverge, dislocations occur. You need a flexible manager to profit from this, says GAM’s Mark Pearce.
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Fund buyers put faith in Europe, turn bearish on US
European equity funds again top investors’ wish lists. Appetite for US equities, however, has vanished as quickly as it surfaced in the wake of Trump’s election victory. Demand for high-yield bonds also declining.
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Candriam launches long/short equity fund with digital focus
Brussels-based asset manager Candriam has launched a thematic, long/short equity fund that will aim to identify losers as well as winners from the digital revolution.
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The hidden gem stock pick – Urs Beck tells all
Three years after launch, the New Capital Swiss Select Equity Fund is five-star Morningstar rated and has produced an annualised return of 14.19% since inception. How does the Fund’s hidden gem, Airopack, contribute to its performance?