Discovering jewels in the market
Abante Asesores’ Marta Campello talks about listening to and learning from the market
Abante Asesores
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ANALYSIS: Should investors buy the Catalonia dip?
Dips to buy on have become ever scarcer in the QE-led era. Does the big performance gap between Spanish and other European equities, that has emerged thanks to the political turmoil in Catalonia, present investors with a great opportunity now?
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Fund manager transparency is vital, says Marta Campello
Above everything else, Marta Campello of the Spanish wealth manager Abante Asesores wants fund managers to be transparent. And if they are, that could make the difference between being ditched and being given a second chance.
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ANALYSIS: Are performance fees a fair deal?
Performance fees are often seen as a necessary evil. But the unambitious hurdle rates most funds employ mean fund managers also get rewarded for underwhelming performance. Is that fair?
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The passive attack & the revenge of active managers
The rise of the passives looks unstoppable. Since 2008, assets in exchange-traded funds have increased from $772bn (€685bn) to almost $4trn, according to BlackRock. But this doesn’t mean active managers are cornered.