Spanish fund selectors shun bonds
Spanish investors seem to see multi-asset funds as the perfect hiding place against rising bond yields, and as a protection against equity market volatility. But are they fooling themselves?
Investment
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Preqin institutional investors still like hedge
Some 26% of institutional investors worldwide plan to increase their hedge fund exposure in 2015 while only 16% will cut their allocation.
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rethink fixed income
While calls for the death of the bond bull market may have receded, return expectations have changed, as have the types of products being created.
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Catalan fund selectors cast their eyes on em
Despite rising market volatility, Catalan fund selectors remain bullish on emerging markets.
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European investors sell equities prefer bonds
The biggest equity asset classes all witnessed net outflows from European investors in November, while bond funds continue to attract more inflows.
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Government bonds did fund managers
Even French 10-year bond yields are trading below 1% now. Did fund managers see that coming, or were they caught by surprise?
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European equities did fund managers
The final equity category we discuss in our series is European equities. The asset class has shown strong performance, but volatility has increased sharply in recent months.
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Japanese equities did fund managers
For the third episode of our series, we will take a look at fund manager predictions for equities from a country whose central bank has committed itself in writing to ‘inflating asset prices’.
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EM equity returns
In the previous edition of this series we discussed the accuracy of fund manager predictions for US stock market returns. Today were having a look at emerging market equities.
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Capricious fund managers again bullish on EU
Expert Investor Europe’s latest fund manager sentiment survey suggests asset managers are following the wind, at least for European equities.
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Belgian fund selectors make renewed case for EU
Fund selectors who our researcher met in Brussels in late November are planning to once again step up their allocation to European equities.
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Investors aim to double allocation to alternatives
European investors intend to increase their allocation to alternative Ucits funds from a current 5% to 10% of their assets under management, according to research by Deutsche Bank.