Strong Dutch engagement with EM equities
Fund selectors in The Netherlands are almost unequivocal in their enthusiasm for emerging market equities.
Investment
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Gold and oil trackers in favour with investors
Gold and oil ETP’s are seeing the longest stretch of consecutive positive flows since October 2012
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Fund managers continue to favour developed over EM
International asset management companies continue to prefer developed stocks over emerging equity markets.
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Risky fantasies pay off for fund selectors
If fund selectors do not need to take into account risk guidelines or fearful clients when constructing their portfolios, they can achieve amazing returns.
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Corporate bonds suddenly return to favour
European investors have suddenly started to pour in money into corporate bonds in June, while net inflows into high yield bond funds collapsed.
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Is the EM recovery running out of steam
A significant recovery in sentiment and valuations of emerging markets assets has been under way over recent months but is this to last?
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Be careful to invest in alternative UCITS or smart beta, says Mattias Hagen – part 2 of 2
In part two of this interview series, head of manager research for SEB Wealth Management Mattias Hagen explains why one should be very careful to invest in alternative Ucits and smart beta funds.
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Fund selectors in Geneva still love developed
Fund buyers based in Geneva hold contrarian views. They love exactly those asset classes that have shown a sharp drop in sentiment Europe-wide.
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emerging markets recovery running out of steam
A significant recovery in sentiment and valuations of emerging markets assets has been under way over recent months but
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Fund selectors look at absolute return
European fund buyers are increasingly looking for refuge as both bond and equity prices have started to look suspiciously high.
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Absolute return inflows soar to record highs
Flows into absolute return funds have reached a new high in the first five months of this year.
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Italian fund selectors speak out on Japan
Milan-based fund selectors had surprisingly strong views on Japanese equities when our researcher came over to visit them this spring.