The success of fund manager predictions
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.
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)
Belgian fund selectors continued to demonstrate a preference for equities over bonds in developed and emerging markets, according to the latest Expert Investor Europe Sentiment survey for the country.
ETFs and ETPs listed in Europe received net inflows of US$5.4 billion in January 2014, with investors showing a marked preference for equity funds, according to the latest ETFGI Global ETF and ETP industry insights report
Hedge fund investors are switching into equity strategies from credit, according to the January eVestment survey of hedge fund flows.
The recent emerging market-led sell-off in equity markets has not been reflected in improving sentiment towards traditional safe haven assets such as developed market corporate and government bonds.
Swedish fund selectors are still showing a marked preference for active strategies with a value approach across all geographies.
Sentiment towards emerging markets has yet to find its floor, according to European fund selectors surveyed by Expert Investor Europe, with indicators still falling.
Fund selectors in Europe’s largest economy have grown notably more pessimistic on the macroeconomic outlook over the past six months, mirroring other recent sentiment indicators.
The voting results from fund selectors in Stockholm in February 2014
The voting results from fund selectors in Stockholm in February 2014