Is cash king?
With volatile market conditions prevailing, many investors are turning to cash as a risk-reducing measure. But are they really doing themselves a favour?
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Fund Favourites – Omar Gadsby
In this new series, we ask a fund selector to pick one of his favourite funds and tell us what makes it so good. We kick off with Omar Gadsby, who chose to highlight the Muzinich Long Short Credit Yield Fund.
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Investment-grade bond fund flows in reverse as markets drop
European investors have responded to the recent slump in European bond prices by swapping their long-only fund holdings for absolute return funds, Morningstar’s latest fund flows report reveals.
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Equity long/short is alternative to government bonds, says Jose Luis Borges
José Luis Borges, head of institutional portfolios at BPI Gestao de Activos, is now underweight government bonds, and tells EIE’s Tjibbe Hoekstra why he has been investing in equity long/short strategies as an alternative.
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Have Spanish fund selectors given up
Appetite for alternative Ucits products among fund selectors in Barcelona has come down considerably since October. Especially long/short bond funds have fallen out of grace.
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Investors dump longshort debt
Long/short debt funds witnessed their largest monthly outflows ever in October, against a backdrop of an increasing possibility the ECB will step up their intervention in European bond markets.
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European bond investors look for safety
European investors pulled 5.3bn out of high yield funds in September, while they propped up their holdings in investment grade corporate bonds and long/short debt.
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Volatility spike calls for long/short equity, says Fritz Gawenus
Fritz Gawenus, chief investment officer of Munich-based family office Extorel, explains why he has replaced part of his liquidity exposure with long/short equity.
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German growth is better for Europe than Spanish recovery, says Niels Skovvart
Niels Skovvart, chief investment officer of Sydinvest in Denmark, discusses his asset allocation with EIE’s Dylan Emery.
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“Short-duration high yield has become too crowded” – Thomas Romig
Thomas Romig, head of multi-asset management at Union Investment in Frankfurt, has become more skeptical about return prospects for high yield.
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Fund selectors on the look for alternatives
Fund selectors are looking for long-short strategies as stocks turn expensive.