Finns and Swedes’ small cap preference reaps rewards
European small cap growth funds have outperformed rival fund categories over the last three years, and Finnish and Swedish fund selectors have led the pack in cashing in.
Asset Allocation
-
-
Have European and UK equities lost their lustre?
February was a dismal month for markets around the world and UK and European equities took a particular hammering. Have the asset classes lost their appeal?
-
Why European investor performance trailed the US and Latam
The depreciation of the US dollar led to European investors lagging behind their US and Latin American counterparts in terms of performance in 2017 despite making the right call about being overweight European equities, according to Natixis Investment Managers. Click through the gallery to find out what asset allocation looked like for European, US, and…
-
Frontier market funds lead emerging markets pack
Frontier market funds are leading Europe’s emerging market fund pack with Charlemagne’s frontier market offering at the top, according to FE Analytics.
-
European fund demand for equities expected to peak in 2018
European asset managers’ appetite for equities is at its highest since March 2015 with the majority of fund managers responding to Bank of America Merrill Lynch’s latest fund manager survey reporting an overweight allocation despite seeing the asset class as expensive.
-
Neuberger Berman slams credit agencies on ESG failings
More needs to be done by the big three credit ratings agencies to incorporate environmental, social and governance (ESG) concerns into their issuer ratings, according to Neuberger Berman.
-
How to respond to the end of easy money
After a decade of ultra-low interest rates and loose monetary policy, the consensus is that central banks around the world will continue to tighten their belts in 2018, so how best to tackle the shift?
-
Difficulty for fund managers if ESG not considered
It will become difficult for fund managers in the future to sell their products if they do not take into account environmental, social, and governance (ESG) factors, Aktia Asset Management believes.
-
Mifid II to boost Europe’s passive funds over active funds
Europe’s passive funds will be given a boost in 2018 at the expense of active funds thanks to Mifid II’s drive for transparency on costs, according to research firm Cerulli Associates.
-
Fund selectors talk up ESG but slow to take action
Almost 60% of fund selectors believe environmental, social, and governance (ESG) strategies will become more integrated into portfolios, though most currently have low or no weighting towards these strategies, according to an Expert Investor survey.
-
How 2017 rewarded the brave
Those investors who took a risk on approach in 2017 have been well rewarded, with the traditionally more volatile sectors and regions topping the performance return tables over the year.
-
Brace for sub-zero returns
Most asset classes will provide investors with negative real returns going forward, according to US asset manager GMO. There’s just one exception to this rule.