German fund buyers climb risk ladder
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.
Investment
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US equity falls from grace with fund managers
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.
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German fund selectors swap US for Europe
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.
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Hitting return target sparks fund redemption
Meeting of the achieved target returns rather than poor fund performance is the key reason that a majority of Asian retail investors sell their fund investments, according to new research from Cerulli Associates.
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Are Indian equities in the sweet spot
India has been many wealth managers’ tip for 2015; so far so good but are rate cuts really the way forward?
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Negative interest rates puzzle Danish fund buyers
Bond sentiment in Denmark has sunk well below freezing this winter, as fund selectors are left wondering how to squeeze return from their bond holdings.
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European fund flows turn positive again
A six-month outflow streak in European equities came to a halt in the first month of the new year, according to Morningstar’s freshest fund flows data.
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Danish fund selectors cling hopes to Europe
European equities are back on top of Danish investors’ buy lists. The asset class fell out of favour last autumn, but is now more popular than ever as fund selectors expect economic growth on the continent to accelerate on the back of the weaker euro.
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What are bond investors thinking
German borrowing costs over five years fell into negative territory for the first time on Thursday, as demand for German bonds continued unabated.
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And the hit of 2014 is absolute return
Absolute return funds welcomed 43.5bn in net flows in 2014, by far the highest inflows of any asset class. By contrast, high yield bond funds, which were very popular in the previous three years, have fallen out of grace.
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Investors flock to low-risk bonds
Morningstars December fund flows exposed an appetite gap between investment grade bonds and higher yielding, riskier bonds.
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Are Portuguese fund buyers setting a trend
A significant minority of Portuguese fund selectors have decided to shed their exposure to developed market corporate and government bonds completely, in response to near-zero yields. Will the rest of Europe follow suit?