How to win by not losing
In this video, head of credit research at Rogge Global Partners, an Allianz company, Mark Wade explains how investors can win by not losing.
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In this video, head of credit research at Rogge Global Partners, an Allianz company, Mark Wade explains how investors can win by not losing.
Increased urbanisation and the rise of the middle classes are the long-term drivers for emerging markets. But there are a couple of other short-term factors that make the asset class even more compelling, says Kevin Barker.
Take a look at your surroundings. Chances are, most of your colleagues are staring at screens or, if you’re in a public place, those around you will be looking down at their phones. Even you’re doing it!
US equity ETFs saw net outflows of €1.3bn in April, in a sharp reversal from the previous month when it was the best-selling asset class overall, Lipper reported. European equity ETFs, by contrast, enjoyed huge inflows on the back of macro(n)economic optimism.
Following the lifting of capital controls in March this year, Icelandic investors can again freely invest in foreign assets. And they are already taking full advantage.
Chinese companies account for only a tiny percentage of ESG-filtered emerging market ETFs, even though China is 26.5% of the MSCI EM Index.
Fund buyers in Luxembourg are reducing exposure to expensive US equities and are increasing their allocation to Europe. They have a preference for index trackers.
The prospect of ‘Trumponomics’ powered equity markets last year. ‘Macrononomics’ doesn’t only sound more like a real word, it could even have more powerful and longer-lasting effects. But the stakes are high.
Emmanuel Macron thrashed his far-right opponent Marine Le Pen in yesterday’s second round of the French presidential election. But markets withstood the temptation to take a victory shot.
Three years after launch, the New Capital Swiss Select Equity Fund is five-star Morningstar rated and has produced an annualised return of 14.19% since inception. How does the Fund’s biggest holding, ams, contribute to its performance?
The current acceleration of the world economy should normally boost demand for oil. However, the price of the ‘black gold’ has bounced up and down of late, dropping by more than 10% in the second half of April.
As expected, the European Central Bank (ECB) kept rates on hold on Thursday. Hawks’ hopes the ECB may hint on monetary policy tightening were disappointed. But there was a change of tone in ECB-president Mario Draghi’s words.