Latest news

  • Investors seek refuge in cash

    Amid a violent market correction reminiscent of the 2008 global meltdown and unusually heightened volatility, European investors have chosen to play it safe. Money-market funds were their preferred choice in August.

  • Fed split revelation threatens US equities

    US equities are expected to be hit by news that a significant split has emerged within the Federal Reserve on raising interest rates.

  • Currency hedge or bet

    At our Pan-European Congress in Rome last month, we asked delegates how they deal with the volatility of currency markets. Do they hedge or do they take active currency bets?

  • Active share should you care

    At our Pan-European Congress in Rome, some 81% of delegates said they consider active share an important metric in their fund selection process. Here are some reasons why you should (not) care about active share.

  • Insurers outplay pension funds in data mastery

    Insurance companies are much more data savvy than pension funds, according to new global research commissioned by American asset manager State Street. Some 45% of insurance company executives see their company as data innovators, compared to only 22% of their peers from pension funds.

  • US and global equity top global fund flow ranking

    US equity and global equity funds were 2014’s best-sellers globally, according to Morningstar’s Global Flows Report 2014. Total global net inflows into US equity large cap blend funds topped the list.

  • You can hedge but not hide

    The devaluation of the euro is regarded by many as a one-way street: if the US is a guide, then Europe’s QE 1 will be followed by QE 2 and QE 3 and if history is a guide, the devaluation may go on for many more months. So what should we do to prepare?

  • Patience buzz word

    From the Fed to fund groups, patience is the financial world’s word of the moment, but what exactly are we waiting for?

  • Active share matters

    The extent to which an investment fund’s portfolio deviates from its benchmark matters, say delegates at Expert Investor Europe’s Pan-European Congress in Rome.

  • Mercer finds no strong calls this year

    No asset class or geography particularly stands out in fixed income, but Asia is “the least bad place to be,” said Garry Hawker, a partner with Mercer in Singapore.

  • The plunging euro a view from across the Channel

    The euro plunged ominously toward parity with the dollar on Tuesday, trading as low as 1.07 at the time of writing. The last time it hit such levels was in 2003.

  • Hitting return target sparks fund redemption

    Meeting of the achieved target returns rather than poor fund performance is the key reason that a majority of Asian retail investors sell their fund investments, according to new research from Cerulli Associates.