Swedes still entrenched in Russia fear
The centuries of conflict between Sweden and Russia still reflect in the Swedish fund selector mind set.
Investment
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Dutch fund selectors go for EM value
Fund selectors in The Netherlands prefer value over growth stocks not only in developed markets, but even in the emerging market equity space.
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Are hedge funds going to be squeezed
Talk of the decline of hedge funds has been rumbling on in one form or another for years but the industry took what many see as a particularly grievous blow this week. PMT said on Friday they will divest their hedge fund portfolio of €1bn, according to IPE. Their hedge fund portfolio, which holds less…
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A new crisis ahead
The portents for another major financial crisis are becoming stronger, so investors would better prepare for the storm.
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Zurich fund buyers have faith in three arrows
Zurich’s fund selectors are way more enthusiastic about Japanese equities than their counterparts in any other country.
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Swiss see absolute return as bond alternative
Absolute return is hot in Zurich, our researcher found out on his trip to the Swiss city last week.
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European equity funds finally in the red
Mutual funds which invest in European equities suffered net outflows in July for the first time since March 2013.
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Munich fund selectors go US
Fund selectors in Munich have switched their attention from European to American equities, the latest data collected in the city by EIE show.
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Emerging markets enchant Bavarians
Emerging markets enthusiasm was sky high in Munich when our researcher visited fund selectors in the Bavarian capital last week.
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either European or US equities in The Netherlands
The Dutch fund selector community is split about which developed equities to buy.
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Equity fund launches boom in 2014
Mutual fund launches in the equity space in Europe continued to rise in the second quarter of this year, new data by Lipper indicate.
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Sudden slip of developed fund manager sentiment
Asset managers have abruptly changed their return expectations for US, and especially European equities.