Investors continue adding to EM holdings
Emerging market assets saw net inflows for the third month running in March, as investor optimism about prospects for EM assets continued to grow.
Investment
-
-
Beware of highly-leveraged US stocks
Highly-leveraged US companies face a disproportionate rise in interest payments as the Fed has started hiking. But investors aren’t being compensated for this at all.
-
ANALYSIS: All stars aligned for European equities rally
The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.
-
Institutional investors discover factor investing
Three quarters of institutional investors in Europe are planning to beef up their allocations to so-called alternative risk premia, or smart beta, according to research by Cerulli. But what factors are most sought after is determined by investors’ nationality.
-
Markets celebrate Macron victory in French elections
Equity markets have welcomed Emmanuel Macron’s resounding victory in the first round of the French presidential elections. The euro also rallied and peripheral bond yields collapsed.
-
UBS slashes fees on fixed income ETF range after AuM soars
UBS Asset Management has slashed the fee on its ETF Barclays fund after attracting $470m (€437m) of inflows in less than seven months.
-
Commodity ETFs the winners in Q1
European investors are ramping up their exposure to the commodities sector in 2017 and are increasingly turning to ETFs, said ETF provider Source.
-
Multi-asset – The Great Debate
Investors keep going big in multi-asset funds. What’s exactly their appeal, which strategies offer most value and how can you identify them?
-
What do fund selectors look for in multi-asset funds?
Traditional long-only multi-asset funds provide little diversification in a client’s portfolio, according to wealth managers.
-
US equity CAPE at a 13-year high – time to sell?
The cyclically adjusted P/E ratio of the S&P 500 is at its highest level since 2004. What does that say about return prospects for US equities going forward? Gabriel Bartholdi, head of asset allocation at Swiss consultancy firm Wellershoff & Partners, gives his view.
-
Equity ETF inflows accelerate to record high
European-domiciled ETFs saw $11.1bn in net inflows in March, according to Blackrock. That’s an all-time record for the month. ETF investors in other parts of the world also joined the party in great numbers.
-
Specialisation is key to finding alpha, says fund selector
Only being a specialist in one specific area will give absolute return fund managers the edge to extract alpha, believes Lucas Strojny, head of fund selection at Advenis Investment Managers in Paris. And there is one such specialised fund the Frenchman particularly likes.