Fixed income bears are mistaken says Otter
Fredrik Otter feels too many investors have turned their back to fixed income
Fredrik Otter feels too many investors have turned their back to fixed income
Less than a year after the Danish economy exited recession, local investors have Europe’s brightest macroeconomic outlook.
Less than a year after the Danish economy exited recession, local investors have Europe’s brightest macroeconomic outlook.
Fund selectors are looking for long-short strategies as stocks turn expensive.
The Expert Investor Europe Fantasy Fund-Picker Competition for 2013 has got a winner. The fund portfolio selected by Rico Bosma, realised a return of 25,83%.
Mifid II is, even before implementation, already triggering plenty of unease amongst Europe’s asset management industry.
Investors are taking refuge in low-risk asset classes, the latest fund flow figures of Bank of America Merrill Lynch (BofA) suggest.
Appetite for emerging markets equities is approaching the lows recorded in mid-2011.
The global equity sector is well placed to be the go-to choice for the future, says Tim Cockerill.
Fund managers were successful in predicting the good performance of US and UK equity markets in 2013, but missed out on doing so for Japan and EU equities.
International asset managers are not too worried about the consequences of the Alternative Investment Fund Managers Directive (AIFMD)