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?
Evli Bank
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Crash and learn: Fund selector lessons from the financial crisis
The collapse of Lehman Brothers in September 2008 triggered the onset of the global financial crisis, its scale taking almost everyone by surprise. What lessons have fund selectors learnt from its devastating impact, nine years on?
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When did a 2% dip become a market correction?
Pictet AM’s chief strategist Luca Paolini tried to redefine the concept of a market correction this week, urging investors to take advantage of a 2% fall in asset prices to “rebuild positions in riskier assets”.
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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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Investors eye small caps as global economy accelerates
Investor appetite for small caps has shot up this year against a backdrop of resurgent economic growth.
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Equities are at a record high – is this the right time to buy in?
The MSCI World keeps breaking records, powered by a seemingly unstoppable US equity rally. Is it a good idea to up your allocation when markets are at a record high, or should you take a contrarian stance?
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Monitoring – an overlooked aspect of fund selection
Fund monitoring and deselection is an often overlooked area but a diligent approach can save time and have long-term benefits.
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Emerging market equities: as compelling as they seem?
In August 2015, emerging market equities were in the midst of the most serious market correction since 2008. A year on, investors are more bullish than ever about the asset class. Is this radical change of mood justified?
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European equity managers lack consistency – a monkey would do better
Only slightly over 1% of European equity large cap funds have managed to consistently secure a top-quartile finish over the past three years, fresh research by Expert Investor reveals.
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Fund buyers warm up to high yield bonds again
European investors reduced their high yield bonds holdings by a net €12bn last winter. But the arrival of spring is heralding a change in sentiment.
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Investors switch from active to ETFs in government bonds
ETFs have been very quickly establishing themselves as the preferred investment vehicle for government bond investors over the past few months, an analysis of Morningstar fund flows data shows.
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ETFs – The path of least resistance
Index-tracking strategies have come of age in the past decade, with increasing numbers of portfolio managers using passive investments tactically.