Almost 60% of fund selectors believe environmental, social, and governance (ESG) strategies will become more integrated into portfolios, though most currently have low or no weighting towards these strategies, according to an Expert Investor survey.
Enthusiasm for investing in China has never been higher than in 2017 and fears of a slowdown have largely receded from the public discourse. But have investors taken their eye off the region just when it matters most?
The Japanese economy is in the midst of its longest period of growth in more than a decade, helping drive an average return of 16.11% in sterling terms for funds in the UK Investment Association’s Japan sector in 2017, with the best performing fund up nearly 40%.
US investment manager Legg Mason has launched a Dublin-based Ucits version of its Legg Mason IF Martin Currie Emerging Markets Fund which has a focus on technology stocks.
The consistent inflows added to EMEA-listed gold exchange traded products (ETPs) throughout the year suggest that the asset class plays a more strategic role in portfolios for Europeans than for US investors, according to a report.
Those investors who took a risk on approach in 2017 have been well rewarded, with the traditionally more volatile sectors and regions topping the performance return tables over the year.
Europe has had a tricky time of it in the decade following the financial crisis and 2017 was tipped to be no different, predicted to be a roller coaster of populist politics and volatile markets.
Bonds have been an unloved asset class of late as investors’ mad scramble for yield has pushed the cost to unpalatable highs and they sought safety in cash, but does an impeding equity market correction mean that is set to change?
Maintaining flexible, long/short exposures across the credit markets, and limiting duration risk is the best way forward investors in today’s challenging fixed income markets, says Charmaine Chin, managing director and head of credit, relative value and event-driven strategies at K2 Advisors, part of Franklin Templeton Investments, in the article below.
Jochen Wermuth not only runs a family office but he also campaigns tirelessly across the globe in favour of impact investing.
EM tech companies have outperformed the famed FAANG stocks (Facebook, Apple, Amazon, Netflix, Google) this year. But do EM tech companies offer better opportunities on the long term as well?
Known as an eternal emerging markets optimist, Mark Mobius, chairman of Templeton Emerging Markets Group, nonetheless told FSA about times when he is wary, and recalled an investment mistake.
