The second coming of Japanese equities
Government reforms and societal shifts have reignited investor confidence after years of economic stagnation
FE Fundinfo
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Nordic fund selectors top five asset classes
We profile the top five asset classes among Nordic fund selectors, according to Last Word Research and market data
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US rate hikes ‘boost EM debt appeal’
US dollar currency speculation has led one fund selector to increase their allocation towards emerging market debt
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Worst performing European equity funds so far in 2018
Find out the five bottom funds from the sector which has seen €12bn of outflows in this year
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Belgian selectors undeterred by EM debt sell-off
Emerging market debt sentiment has suffered recently due to a few problem countries but opportunities still seen
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Selectors retain faith in absolute return despite losses
Appetite for absolute return strategies still high despite underperformance but Gam fiasco may test investors’ patience
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Hedge strategies popular despite underperformance
The long/short equity hedge sector has lost about 6.6% over the last three years, according to FE Analytics
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Infrastructure assets in favour despite sell-off
Infrastructure funds have seen outflows for the first time in a decade but this has not discouraged pan-European fund selectors who are big fans of the asset class, according to Last Word Research.
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Most selectors willing to take performance hit for ESG
More than two thirds of European fund selectors are willing to suffer one year or more of underperformance in an environmental, social, and governance (ESG) strategy, according to our research.
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Lack of EU unity ‘drags on European equities appeal’
In response to the eurozone’s first quarter drop in growth and the European Union’s discord over how to handle migration a German fund selector has reduced European equity fund allocations.
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Selectors cool on China despite buoyant returns
The risk of a trade war between China and the US has fuelled investor uncertainty. One fund selector has dropped their only China equity focused fund while another portfolio manager has reduced his China allocation.
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Long-term investment horizon key to reaping biotech returns
The biotech sector is going through a renaissance as innovation takes off according to one successful fund manager, but data shows that performance over the last three years has been far less than stellar.