Year in review: Europe
Despite concerns about heightened political volatility, 2017 proved a strong year for funds investing in Europe with no funds in the IA Europe ex UK sector losing money.
Despite concerns about heightened political volatility, 2017 proved a strong year for funds investing in Europe with no funds in the IA Europe ex UK sector losing money.
Alexander Darwall’s Jupiter European fund has piqued the most interest from advisers as its performance details were viewed almost 50% more times than second-most viewed fund Fundsmith – Equity in 2017, according to FE Analytics.
Wells Fargo Asset Management (WFAM) has launched two Ucits, the Global Low Volatility Equity fund and the Global Long/Short Equity Fund, which will be sub-advised by Analytic Investors.
Exchange traded fund (ETF) assets are set to triple within the next decade and their market share could be north of 35% within five to 10 years, according to European product builder HANetf.
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.
Morningstar’s sustainability ratings for funds do not always agree with what fund managers say.
Here is a selection of photos taken at the Expert Investor ESG Congress, in Berlin on 30 November – 1 December.
Growth funds have walloped their value counterparts consistently for the last decade. But with the prospect of rising interest rates on the horizon and supportive global growth, can the investment style make a comeback in the new year?
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.
A wider selection of environmental, social, and governance (ESG) products would make wealth businesses more likely to consider ESG factors when selecting a fund, according to a survey.
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.