Active share in moderation outperforms in Asian equities
Best-performing funds neither stray far from their benchmarks nor stay too close to them, but take the middle-road, according to FSA’s analysis of Asia-Pacific ex-Japan equity mutual funds.
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Best-performing funds neither stray far from their benchmarks nor stay too close to them, but take the middle-road, according to FSA’s analysis of Asia-Pacific ex-Japan equity mutual funds.
ECB president Mario Draghi stopped short of announcing a gradual reduction of the central bank’s monthly asset purchases from its current size of €60bn. But markets are convinced tapering will start next year. The question is just which approach the ECB will take. ABN Amro’s head of financial markets research Nick Kounis looks at three…
Industry experts are not expecting the European Central Bank to tighten monetary policy at its next rate meeting, despite Mario Draghi’s hawkish mood of late.
A European watchdog has urged a crackdown on investment firms setting up ‘letter box’ entities across the continent in the wake of the Brexit vote.
Asset managers will have to transform in order to survive, according to a new report which revealed industry revenue and profits fell for the first time since 2008.
The chairman and chief executive of global investment bank JP Morgan Jamie Dimon has warned it is decisions made in the European Union not in the UK that will determine if thousands more jobs move from London to other European centres in the wake of Brexit.
Technology stocks have been among the top performers over the past 12 months. While forward-looking P/E ratios are not excessive on a long-term comparative basis, investors may consider cutting their exposure.
India combines the G-20’s fastest GDP growth rate with inflation lower than in the UK. Local bonds are perfectly suited to profit from India’s economic awakening, argues Aberdeen AM’s David Lloyd-Nolan.
Two thirds of asset managers expect it will be “more challenging to achieve growth” in the current market environment, according to a survey by State Street. To still be able to hit their growth targets, they plan to expand operations into new country markets.
Wealth and asset managers give their views on the implications of the MSCI inclusion of Chinese A-shares and reveal where they find investment opportunities onshore.
With a string of countries having been promoted from frontier markets to emerging market status by index provider MSCI in recent years, investors need to ask themselves the question: are frontier markets still a viable asset class? And if they aren’t, is that actually a problem?
Investor appetite for small caps has shot up this year against a backdrop of resurgent economic growth.