Swiss jump on European QE wave
Swiss fund buyers are some of Europe’s most bullish investors, and are becoming more enthusiastic about European equities by the quarter.
Investment
-
-
Dutch and Belgians turn away from absolute return
A growing number of fund buyers in the Netherlands and Belgium are turning their backs on absolute return funds. Unconstrained bond funds are not in fashion either.
-
IIF – Emerging markets will suffer first net capital outflows since 1988
Emerging markets are set for their first annual capital outflows since 1988, according to a report published by the Institute of International Finance (IIF) on 1 October.
-
Dutch fund buyers are ‘Fed up’
A rate rise by the Fed is long overdue, fund selectors in the Netherlands believe. Fund managers attending the Expert Investor Netherlands conference agreed and fiercely criticised the central bank for its alleged ‘backward guidance’.
-
Saudi Arabia seen cutting funds held with asset managers
Saudi Arabia has reportedly withdrawn tens of billions of dollars from global asset management firms in response to the ongoing slump in oil price and the recent volatility in world equity markets.
-
Emerging market outflows accelerate
August saw the greatest monthly outflows from emerging markets of all times. Asia, the origin of last month’s global market correction, was particularly hard hit.
-
Playing the contrarian post China rout
With global equities return forecasts reasonable at best, a dearth of exciting ideas may leave investors looking for contrarian plays.
-
Belgian fund selectors give up on bonds
The vast majority of fund selectors from Belgium expect their bond portfolios to return between 0 and 2% annually over the next 5 years, even though they are adding risk.
-
Swedes brace for another market correction
Three quarters of Sweden’s fund selectors expect yet another plunge in equity markets before year-end, according to a poll held at Expert Investor Sweden in Stockholm last week.
-
Pension funds embrace mutual funds
European pension funds have increased their allocation to mutual funds from 19% in 2008 to 31% in 2014, according to a research report by PwC which was commissioned by the Association of the Luxembourg Fund Industry (Alfi).
-
The Fed has set a dangerous precedent
In holding interest rates at rock bottom this week, the Federal Reserve has set a dangerous precedent which may come back to haunt it, and the global economy.
-
‘All bets off’ on Fed’s next rate rise
The US Federal Reserve’s decision to hold interest rates in the 0-0.25% target range was met with muted response by investors, not surprised by the dovish tone.