Investors flock in global currency bonds
European fund buyers have found their way back into global currency bond funds, which can invest across the bond universe while making specific currency bets.
Investment
-
-
Bond sentiment converges towards neutrality
According to the latest data gathered by EIE, Pan-European net sentiment (buyers minus sellers) is converging in the direction of zero for all bonds.
-
Fund selectors either like Europe or EM
For European fund buyers, it’s either European or emerging market equities, never both. Equity market returns only partially explain the phenomenon.
-
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?
-
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.
-
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.
-
Catalan fund selectors cast their eyes on em
Despite rising market volatility, Catalan fund selectors remain bullish on emerging markets.
-
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.
-
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?
-
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.
-
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’.
-
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.