US equity and global equity funds were 2014’s best-sellers globally, according to Morningstar’s Global Flows Report 2014. Total global net inflows into US equity large cap blend funds topped the list.
The devaluation of the euro is regarded by many as a one-way street: if the US is a guide, then Europe’s QE 1 will be followed by QE 2 and QE 3 and if history is a guide, the devaluation may go on for many more months. So what should we do to prepare?
From the Fed to fund groups, patience is the financial world’s word of the moment, but what exactly are we waiting for?
Absolute return strategies are now more popular among European fund selectors than ever before. But Europe’s biggest fans are to be found in Monaco.
Even though they are slightly worried QE will only have a temporary effect, the majority of Finlands fund buyers are poised to take advantage of the European Central Banks monetary stimulus.
Tim Peeters is more than just a fund selector. The Belgian multi-tasker explains to Tjibbe Hoekstra why he is stocking up on absolute return funds and tells what eurozone investors should do to mitigate currency risk.
No asset class or geography particularly stands out in fixed income, but Asia is “the least bad place to be,” said Garry Hawker, a partner with Mercer in Singapore.
Finnish fund selectors have turned from a bunch of sceptics into outright optimists as far as their macroeconomic outlook is concerned. This translates in a preference for risky assets such as European equities and, surprisingly, high yield bonds.
Finnish fund selectors have turned from a bunch of sceptics into outright optimists as far as their macroeconomic outlook is concerned. This translates in a preference for risky assets such as European equities and, surprisingly, high yield bonds.
Investors in Germany are aware of an inconvenient truth: to have a reasonable chance to achieve their return targets, they need to take more risk.
Over the past two years, fund selectors have grown ever more pessimistic about US equity return prospects. Asset management companies have been a bit more radical in changing their expectations.
European equities are the most popular asset class with German fund selectors, just like in most of the rest of Europe. A clear majority plan to increase allocation over the next 12 months, as they feel the continent’s equity markets will be the main beneficiary of the ECB’s newly launched QE programme.
