Fund buyers regain appetite for European equities
European equities are once again investors’ favourite, as the eurozone economy is showing signs of acceleration. US equity sentiment, meanwhile, has taken a hit.
Investment
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Warren Buffett slams active managers, fetes Vanguard founder
Warren Buffett, the ‘Sage of Omaha’, has attacked the high fees levied by active fund managers while lavishing praise on his “hero”, Vanguard founder Jack Bogle.
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Bond fund losses continue for Franklin Templeton
Three Franklin Templeton bond funds suffered more than €800m of outflows in January, according to Morningstar data.
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Investors flock to high-risk bonds
Investors are stepping up their allocation to high-yield bonds and emerging market debt. The pair were the two best-selling asset classes in January, according to Morningstar fund flows data.
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Record outflows for GARS, but it is not the worst multi-strategy fund
Standard Life Investments (SLI) reported strong outflows from its GARS fund, the largest actively managed fund Ucits fund, on Friday. While the fund has failed to generate returns in recent years, some funds that have done even worse continue to generate big inflows, however.
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European equities hit record high, thanks to small caps
The overall European equity market hit a record high this week, thanks to the mid and small cap segment of the index.
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ANALYSIS: Small cap funds – the golden boys of European equities
European equity mid and small cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?
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US equities – the Trump honeymoon period lasts
A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?
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Fund Selector: Japanese equities
Quantitative easing and negative interest rates have had a positive effect on the Japanese economy but investors are still split on the prospects for equities. Could Japan be about to blossom?
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Eastspring Investments – Not happy in a niche
There’s a growing understanding within asset management that you need to either have scale or a niche specialisation to survive. But Guy Strapp, CEO of Singapore-based asset manager Eastspring Investments, begs to differ. He aims to transform the medium-sized Asia specialist into a global player.
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Three reasons why the Mexican peso is undervalued – H2O Asset Management
In this short video, H2O Asset Management’s Peter Nodwell gives three reasons why the Mexican peso is the most undervalued investment opportunity in 2017.
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ANALYSIS: What’s next after Unilever snubbed Kraft Heinz?
As Unilever chief executive Paul Polman pushed the potentially record-breaking $143bn approach by Kraft Heinz off the table on Friday (17 February), a knee-jerk media frenzy suggested that the vulture might continue to circle.