“Trumpflation will lead to Europe catch-up trade”
Donald Trump has vowed to put America first. But if his presidency proves to be inflationary, it’s going to be Europe first, America second.
Investment
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ANALYSIS: Fixed maturity funds – Has the opportunity passed?
2016 saw some highly successful launches of fixed maturity bond funds as investors took the opportunity to lock in attractive yields combined with reduced duration risk. But are such products still worth buying now, with credit spreads having sunk below their long-time average?
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Fees on European funds ‘must come down’, warns regulator
Asset managers in Europe must reduce the cost of their products, Steven Maijoor, chair of the European Markets and Securities Authority (Esma) has warned.
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Mobius to stand down as PM on 12 funds
Mark Mobius is to stand down from fund management duties on a range of 12 Luxembourg Sicavs but will remain as executive chairman of Templeton Emerging Markets Group.
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NN IP upgrades exposure to peripheral bonds following Dutch elections
NN Investment Partners has increased its exposure to peripheral Eurozone government bonds to neutral after anti-EU populists failed to make significant inroads in last week’s Dutch elections.
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Record inflows for US inflation-linked bond ETFs
US inflation-linked bond ETFs saw record inflows in February, according to Lipper data. European investors are taking advantage of break-even inflation rates that are lower than they probably should be.
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Multi-asset funds – why are they so popular?
Multi-asset funds have been a long-standing investor favourite. But why do Europe’s fund buyers actually resort to these one-stop shop products?
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The five questions to ask following the US Fed rate hike
The third 0.25% interest rate hike of this upcycle from the US Federal Reserve begs five questions, all of which have implications for the US, the globe and portfolios.
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European equity flows catch up with US stocks
Net inflows into European equities were higher than those into US equities in January for the first time in a year, according to Morningstar fund flows data.
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Future-proofing a multi-asset portfolio: Thomas Romig – part 1 of 2
In this video interview, Assenagon’s Thomas Romig explains how he has been adding many different flavours to his multi-asset funds over the years.
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European equities: Romig’s ‘contrarian’ bet – part 2 of 2
In part two of this video interview, Thomas Romig explains why he is so bullish on European equities, despite the political risks on the continent.
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Institutional investors manage risk with alternatives and smart beta
Institutional investors are changing their attitudes to managing risk in their portfolios, according to a survey from Natixis Global Asset Management. Risk budgeting has become commonplace, and allocations to alternatives and smart beta are being beefed up.