In a sign the world economy is heating up, the International Monetary Fund (IMF) has revised its global GDP growth forecasts upwards for the second time this year. The global recovery is still “incomplete” though, it claimed.
Blackrock’s chief investment strategist Richard Turnill believes “monetary divergence” between the US and the eurozone is creating investment opportunities. The assertion is certainly contrarian.
Investors keep going big in multi-asset funds. What’s exactly their appeal, which strategies offer most value and how can you identify them?
Asset managers see global economic growth accelerating this year, extending an eight-year equity bull market beyond 2017. Fund buyers, however, are a little more guarded.
Since Donald Trump’s election victory last week, a consensus has quickly been building among investors that US treasury yields will spike. And that US equities will benefit. Have markets been too quick in drawing their conclusions?
Emerging market equities are now the most popular asset class with European investors. And demand for the asset class is set to accelerate for several reasons. Not the least of those is Brexit.
The three largest multi-strategy funds for sale in Europe have fared better than most other absolute return funds since the UK’s shock vote to leave the EU. However, the Standard Life GARS fund continues to underperform its peers on a longer-term basis.
Markets have been trading more or less sideways for a while now, but fund managers and fund buyers alike are preparing for the next downturn. And Brexit could be the trigger.
The SLI GARS fund was the best-selling mutual fund in Europe in November, taking in €1bn in net new money. However, there are multi-strategy funds that perform much better.
In part two of a video interview, Andrew Summers explains why he is a big believer in alternative investments, and reveals a couple of his favourite funds in this area.
While commentators are quick to praise innovation within the funds space, is there a case to say that the industry is still edging towards conservatism and risk aversion?
Three quarters of Sweden’s fund selectors expect yet another plunge in equity markets before year-end, according to a poll held at Expert Investor Sweden in Stockholm last week.
