Rating the ratings agencies
Many investors rely on fund rating systems to guide decisions. But are rating systems an effective way to gauge future performance and which is better – quantitative or qualitative analysis?
Latest news
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Pan-European Congress 2018 Special Edition
With bond yields still at record lows, the ECB planning to pull back its QE programme, and the US slowly rising interest rates, Expert Investor asked investment experts where they found opportunity at its Pan-European Rome Congress.
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Columbia Threadneedle expands European multi-asset range
Columbia Threadneedle Investments is expanding its Luxembourg multi-asset offering with the launch of a fund that is designed to deliver equity-like returns of 4% above European inflation.
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Five ways to integrate ESG into investments
The days of treating ESG and sustainability matters as “extra curricular” are numbered and will be the differentiator for investments in the future, according to Legg Mason affiliates. Click through the slides below to find out five ways to integrate ESG into investments.
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‘If everyone moves one way you need to be careful’
Industry experts debated key issues at the Expert Investor Portugal event last week including big data overreach and whether Mifid II puts European asset managers at a disadvantage. Click though the slides to see images of the event and read related article.
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38% of fund buyers say volatility will boost returns
Professional fund buyers split on volatility impact on portfolios with 39% viewing volatility as a threat, according to survey
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Investors exposed to soaring duration in Vanguard Lifestrategy
Vanguard’s £9.6bn Lifestrategy range is exposing investors to interest rate risk, as governments and corporates buying up cheap, long-dated debt skew duration in indices that the passives giant tracks.
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Spotting defaults in high yield portfolios
Defaults normally take a couple of years after the first warning signs and therefore can usually be predicted, said Vivek Bommi, European high yield and global high yield manager for Neuberger Berman. He explains some of the red flags and his approach to risk.
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NN IP to launch ESG products with ChinaAMC
NN Investment Partners and China Asset Management have partnered to launch ESG integrated fund products.
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JP Morgan unveils ESG fixed income index
Blackrock has helped JP Morgan create a new fixed income index for emerging market issuers with strong environmental, social, and governance (ESG) practices.
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European ETF sales for March slowest in almost three years
Net new assets gathered by exchange traded products saw the lowest monthly net inflows in March since June 2015, according to new data.
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Morningstar launches outsourcing unit for Mifid II
Morningstar has launched a unit for advisers and financial institutions to outsource fund selection and asset allocation in a “post-Mifid II world”.