Outflows force rethink of absolute return’s role
Absolute return funds offer investors more than an alternative to low-yielding fixed income, argue fund selectors
Bankia
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A strategy to tackle rise in volatility
Being long on equities, more tactical on fixed income and using derivatives is what a Spanish fund selector is doing to avoid volatility.
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The slow Mifid II endeavour
After years of expectation, Mifid II has finally rolled out. So how has its first three months affected fund selectors?
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Small asset managers ‘will charge investors for Mifid research costs’
The smaller asset managers are, the more likely they will charge their clients for research under Mifid II, according to a fresh survey.
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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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ANALYSIS: More work needed to drive long/short equity fund revival
Long/short equity funds have started to recover from a disastrous 2016, leading to a pick-up in inflows. But managers still have work to do to regain the confidence of sceptical investors.
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Frontier markets – is it still an asset class?
With a string of countries having been promoted from frontier markets to emerging market status by index provider MSCI in recent years, investors need to ask themselves the question: are frontier markets still a viable asset class? And if they aren’t, is that actually a problem?
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ANALYSIS: Is it too late to buy into the EM rally?
Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows. An acceleration in global growth and the absence of immediate macro concerns seem to underpin the current rally, but there are some obvious elephants in the room.
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Investors continue adding to EM holdings
Emerging market assets saw net inflows for the third month running in March, as investor optimism about prospects for EM assets continued to grow.
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ANALYSIS: Small cap funds – the golden boys of European equities
European equity mid and small cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?
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The value rally – are investors right to be bullish?
After a long period of relative underperformance, value stocks are finally catching up. Are they the most compelling investment opportunity for 2017?
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Interview – Alvaro Martin Sauto on volatility management
Bankia’s head of funds-of-funds, Alvaro Martín Sauto, explains why he believes we should not be paying more than eight basis points for an actively managed government bond fund, and talks about his quest to get clients to accept more volatility.