Why should you change your asset allocation?
Fund selectors have been as stable in their allocation preferences in 2017 as they were impulsive the year before.
Asset Allocation
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Norway oil fund to reduce allocation to EMD, corporate bonds
The world’s largest sovereign wealth fund, which is in the process of increasing its equity exposure to 70% while reducing fixed income allocation to 25%, announced the changes in a letter to its only shareholder, Norway’s ministry of finance. In the letter, the fund’s chief executive Yngve Slyngstad argues that investing in a diversified bond portfolio…
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Could today’s India outshine yesterday’s China?
Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region’s growth prospects could be even greater based on five key indicators.
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US equities’ advance makes European investors run
The US equities rally has been given a fresh boost this year by continuing earnings upgrades and a weakening dollar. But Europe’s investors are not buying it.
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ANALYSIS: Why professional investors buy multi-asset funds
Multi-asset, or asset allocation funds, have been an investor favourite for years. But why would a professional investor invest in these one-stop shop funds?
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Global asset allocation strategies are ‘no silver bullet’
While it’s no secret that passive, low-cost products are relentlessly increasing their market share, investors’ hunt for yield has also buoyed sentiment towards flexible and unconstrained mandates, according to Morningstar.
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Fund buyers plan to continue EM debt binge
Emerging market bonds have been on a strong run this year, and Europe’s investors think the rally isn’t over yet.
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Managers slash US weighting to nine-year low
The exposure of global fund managers to US equities has fallen to its lowest level since January 2008, according to the BofA Merrill Lynch fund manager survey for July.
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How volatile are investors in their allocation opinions?
Every quarter, Expert Investor asks European fund buyers how they intend to change their allocations. Click through the slides below to see which asset classes investors change their views about most frequently.
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Wealth managers dismiss ‘little local’ UK election
Wealth managers have dismissed the suggestion that the “little local issue” of Thursday’s UK general election will lead to any sweeping portfolio changes in the aftermath of the results.
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Short-termist sovereign wealth funds miss return targets
Sovereign wealth funds missed their return targets for the second year in a row in 2016, according to a study by Invesco. By focusing too much on the short term, they risk a longer spell of underperformance.
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What do investors use ETFs for?
The use of index trackers by professional investors has skyrocketed in recent years. Investors have been attracted by the easy access to ETFs, their transparency and of course their low fees. But what do they exactly use ETFs for? Greenwich Associates asked 132 institutional investors the question.