Mattias Hagen, head of manager research for SEB Wealth Management in Stockholm, talks EIE’s Dylan Emery through the impact MiFID II will have on the way he selects funds.
With troubled times hitting fixed income, multi-strategy absolute return funds have taken a lot of money. But not all fund selectors are attracted by the idea of putting their investment eggs in the one basket.
Financial consultancy Wellershoff & Partners recently analysed the return prospects for equity markets in Asia, Europe and the US, The outcome? Europe will outperform the US by about five times.
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.
