Asset managers have head in the clouds for 2017
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.
Columbia Threadneedle
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Belgian fund buyers: Brexit will cause long-term damage
Belgian fund buyers believe Brexit will have a long-term negative impact on equity or bond prices, or even on both. Fund managers speaking at the Expert Investor Belgium forum are hardly more optimistic.
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Post-Brexit Luxembourg expansion for Columbia Threadneedle
Columbia Threadneedle Investments is looking to beef up its presence in Luxembourg prior to the UK leaving the European Union.
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Is Brexit really the main cause of sterling weakness?
Sterling is down almost 10% against the euro in the past six months. Many people automatically assume this is because of fears over Brexit. However, there are probably other factors at play too.
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Investors in Monaco take refuge in large caps
The majority of Monaco-based investors prefer investing in large caps in all asset classes, as they believe large companies give them better protection against an upcoming market correction.
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Swedes brace for another market correction
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.
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How deep should your US equities cut be
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?
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ECB stimulus will benefit equities say Nor
Any further policy action by the ECB will mainly benefit the equity markets in Europe. That’s what fund selectors attending Expert Investor Norway, held last week in Oslo, think.
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Norway hit by EM small cap fever
Norwegian fund buyers have been aggressively shifting their preferences for large and small caps over the past year. While European small caps are much less in favour now, their EM equivalents are more popular than ever.
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finns curb their enthusiasm
Finnish fund selectors are feeling much more optimistic about life, and yet that doesn’t seem to be affecting their investment strategy, it emerged at last week’s Expert Investor Finland in Helsinki
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finns curb their enthusiasm
Finnish fund selectors are feeling much more optimistic about life, and yet that doesn’t seem to be affecting their investment strategy, it emerged at last week’s Expert Investor Finland in Helsinki
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riding the commodity carousel
The rise in commodity prices may have peaked but does this mean the super-cycle is over, and should you buy or sell the asset class? By Manuel-Yutaro Rubio, alternative investment strategies fund analyst, Allfunds Bank