Candriam launches long/short equity fund with digital focus
Brussels-based asset manager Candriam has launched a thematic, long/short equity fund that will aim to identify losers as well as winners from the digital revolution.
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Finnish investors stuck in high yield and EMD
Investors in Finland have increased their allocations to emerging market debt and high-yield bonds in an effort to maintain yields. Though spreads have compressed below their long-term average, they feel forced to maintain, or even increase their allocations.
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Investors flock to high-risk bonds
Investors are stepping up their allocation to high-yield bonds and emerging market debt. The pair were the two best-selling asset classes in January, according to Morningstar fund flows data.
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Going long and short with Eaton Vance
Eaton Vance’s Michael Cirami discusses in which countries he finds particularly attractive investment opportunities. He also identifies a region that offers opportunities for shorting assets.
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Catalan investors brace for inflation spike
Eurozone inflation will hit 2% by next year, half of fund buyers attending the Expert Investor forum in Barcelona believe.
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Is duration risk an issue for high-yield investors?
As inflation is rising and interest rates seem to have bottomed, investors are reducing the duration of their bond portfolios. But is duration risk really a factor in all fixed income asset classes?
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Investor fatigue hits absolute return funds
Absolute return fund flows hit their lowest level in more than two years in November. Do the fading inflows suggest investors are losing patience with an asset class that is failing to deliver on its promises?
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Which asset classes lost you most money in 2016?
Thanks to the end-of-year ‘Trump rally’, 2016 has been a pretty good year for investors in risky assets. However, not all asset classes have fared so well.
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ANALYSIS: Will inflation-linkers’ time in the sun last?
While nominal government bonds have witnessed strong outflows in recent months, inflation-linked bonds saw their highest monthly net inflows ever in October. Is this revival going to last?
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Investors prefer short-duration in EM debt
As part of their ongoing search for yield, European investors are intending to increase their exposure to emerging market debt. While ready to take on a bit more volatility, they still shy away from taking on duration exposure in the region.
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Investors in Barcelona swap duration risk for credit risk
Barcelona’s investors are remarkably unanimous in their fixed income allocation. Almost all of them are overweight short-duration bonds and eight in 10 interviewees are planning to decrease their allocation to long-duration European sovereign debt.
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Is timing now more important than time in the market?
In its latest Flow Show note, Bank of America Merrill Lynch pointed out that, at current rates, it would take you 1387 years to double your savings in a 1-year German deposit account.