Bond indices were never intended to form a basis for investment, but merely reflect a market. As a consequence they expose investors to unintended risks and are not a rational investment strategy. Indices were never meant to drive investment strategy Bond indices, like all market indices, aim to represent a segment of the investable universe.…
National legislators and regulators will all implement the MiFID II directive differently. Since this creates complications for international asset managers, the European Fund and Asset Management Association (Efama) wants an extension of the deadline for full implementation of MiFiD II, which is currently set at January 2017.
Risk-on sentiment has returned for the first time in ten weeks according to fund flow data from Bank of America Merrill Lynch.
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.
US equities are expected to be hit by news that a significant split has emerged within the Federal Reserve on raising interest rates.
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?
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.
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 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.
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?
From the Fed to fund groups, patience is the financial world’s word of the moment, but what exactly are we waiting for?
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.
