Gold and metals funds see $1.1bn outflows
Gold and precious metals funds saw $1.1bn of outflows over the past week, according to Bank of America Merrill Lynch.
Investment
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Bond squeeze: The rising risk of policy misstep
Turbulence in bond markets has left bond investors nervous and cash piles high but while more movement is expected, certainty on a few issues could see investors moving back into the market during the second half of the year.
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Is cash the right accessory to beat the summer heat?
With the traditional summer volatility set to be followed by a US interest rate hike, some managers are holding their highest-ever cash weightings – but is this the right course of action?
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Demand for emerging market equities evaporates
According to EIE’s freshest data, emerging market equities are battling for the unpopularity prize. While US equities remain the least popular equities, fewer European investors than ever before are looking to enter Asia.
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Fund selectors shift preference to large caps
Fund selectors in Europe have changed tack. A year ago they were strongly in favour of small caps, but now they believe it’s large caps that have the better return prospects, according to data gathered at EIE events across Europe this year.
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Will QE continue to drive equity markets?
The ECB has been buying €60bn in government bonds for more than five months now. Since the QE programme was announced in January until our most recent poll in June, European fund selectors have consistently been expecting equity markets to benefit most from it going forward. Support for the programme has also been all but…
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Global AUM stalled in Q2- Lipper
Assets under management in the global fund market stalled at $36 trillion during the second quarter of the year, according to data company Lipper.
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China GDP climb does little to reassure investors
China’s second quarter annualised gross domestic product figure of 7% beat expectations of 6.8% but it has done little to increase investor confidence in the world’s most populated country.
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Mobius move a sign of the growth and value gap?
With Mark Mobius stepping back from the helm of Templeton Emerging Markets after 26 years, you can’t help but feel that his conviction in the ‘Big Cs’ – commodities and consumers – has of late dented his standing.
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Investors boost European equity holdings as Grexit fears fade
European investors appear to have shrugged off their worries about a Grexit, with the Euro Stoxx 50 index up 2.4% on Monday. Indeed, the consensus that European stocks are the place to be has returned, also among the continent’s fund buyers.
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Deutsche AWM launches China sovereign bond ETF
Deutsche Asset & Wealth Management has launched the first exchange-traded fund (ETF) on the European market to provide investors with exposure to China’s domestic sovereign bond market.
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The dollar will get stronger, just look at the expensive stocks!
Relatively high valuations in a particular stock market are followed by a steady appreciation of the home market’s base currency in the next five years. Therefore it’s very likely that the dollar will resume its upward trajectory versus the euro.