Belgians halt expansion into Asia
Belgian fund selectors have increased their exposure to Asian equities, but they are now dragging their feet.
Investment
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Swedes stand out in unrivalled love for US
Local fund buyers are record bullish on US equities, while they are cautious about virtually all other asset classes.
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Is 2015 the year sovereign bonds stop working
Investors in developed market sovereign bonds have had a very disconcerting year. But, just how different will 2015 be?
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Belgian fund selectors make the case for Europe
Fund buyers who our researcher met in Brussels in November voiced renewed confidence in Europe’s equity markets. At the same time, they dismiss US equities as too expensive.
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Investors dump longshort debt
Long/short debt funds witnessed their largest monthly outflows ever in October, against a backdrop of an increasing possibility the ECB will step up their intervention in European bond markets.
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Fund managers more optimistic about US
Since end October, asset management companies suddenly see much more perspective in US equities.
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Market upheaval leads investors to US equities
In October, fund selectors hastily reduced their allocations to European and emerging market equities and fled into ‘safe’ US equities.
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Plummeting oil price dominates markets
The continued plummeting of the price of oil is dominating global markets as the final month of 2014 begins.
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Fund managers and selectors at odds
Fund selectors and fund buyers strongly disagree where on the planet the investment climate is most benign
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European fund selectors shift to large caps
European fund selectors have adopted an increasing bias towards large cap stocks. The tendency is strongest for European equities.
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Fund managers put all hopes on US equities
The short-lived market crash in October has prompted a complete fund manager sentiment overhaul. Asset manager expectations of European and EM equities have plummeted, while faith in the US stock market has soared.
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Fund managers put all hopes on US equities
The short-lived market crash in October has prompted a complete fund manager sentiment overhaul. Asset manager expectations of European and EM equities have plummeted, while faith in the US stock market has soared.