Investors pile into EMD trackers
Emerging market debt ETFs saw record net inflows of $5.8bn over the third quarter globally, according to Blackrock. Total inflows this year have already beaten the previous full-year record set in 2012.
Investment
-
-
Future-proof your fixed income portfolios – Part 2 of 3
Besides higher-yielding bonds, investing in liquid alternatives is another way to future-proof bond portfolios. But such ‘absolute return’ funds bring potential benefits as well as drawbacks.
-
Investors brace for ‘hard Brexit’ as May speaks out
In Orwell’s dystopian masterpiece 1984, Room 101 represents the “worst thing in the world”. 101 days on from the EU referendum, it’s up to Theresa May to convince the dissenters that Brexit is not a portal to their worst nightmares.
-
Future-proof your fixed income portfolios – Part 1 of 3
Everywhere in Europe, investors are having to rethink their strategic fixed income allocation as bond yields keep hitting new lows. When Expert Investor visited Amsterdam recently, we brought together three local wealth managers and an industry consultant to discuss how they take on this challenge.
-
ANALYSIS: Should investors worry about OPEC?
OPEC’s surprise deal to cut production agreed this week caught most investors off guard, but is it just another small bump in the road or a serious threat to portfolios?
-
Bavarian fund buyers move back into absolute return
Even though they continue to have issues with absolute return funds, fund selectors in Munich feel forced to move back into the asset class.
-
Is a Trump presidency the best outcome for investors?
If Donald Trump gets elected to the US Presidency, this could turn out to be a blessing for the US economy, according to some fund managers, but others are worried.
-
Investors pile into commodities
European investors have been seeking exposure to commodities at an unprecedented scale in the first eight months of the year. Active commodity funds, however, are losing out.
-
Global debt binge continues apace – IIF
Record-low borrowing costs are continuing to fuel a debt build-up in both developed and emerging markets. Global debt has now reached 327% of GDP, according to the International Institute of Finance (IIF), with EM non-financial corporate debt increasing at the fastest rate.
-
Trump calls tax avoidance ‘smart’ in live debate with Clinton
Donald Trump called tax avoidance “smart” during the first live US Presidential TV debate with rival Hillary Clinton in New York.
-
Schroder ISF QEP Global Quality – Freddy van Mulligen’s favourite
Freddy van Mulligen, who is in charge of external manager selection at Achmea Investment Management in the Netherlands, is a dedicated factor investor. For the quality bucket of his equity portfolio, he relies on the Schroder ISF QEP Global Quality fund.
-
Italian investors keep faith in absolute return despite disappointments
Italy is the country of pizza, pasta, and…. absolute return. Nowhere else in Europe, investors crave absolute return products as much as in Italy.