France
What do French fund buyers think of all the major asset classes?
What do French fund buyers think of all the major asset classes?
European asset managers’ appetite for equities is at its highest since March 2015 with the majority of fund managers responding to Bank of America Merrill Lynch’s latest fund manager survey reporting an overweight allocation despite seeing the asset class as expensive.
Following the French elections, investors have swapped actively managed single country equity funds for index trackers.
BNP Paribas Investment Partners is targeting Germany, China and the US as the three key markets where it can accelerate sales growth significantly. The company is also changing its name.
The prospect of ‘Trumponomics’ powered equity markets last year. ‘Macrononomics’ doesn’t only sound more like a real word, it could even have more powerful and longer-lasting effects. But the stakes are high.
Equity markets have welcomed Emmanuel Macron’s resounding victory in the first round of the French presidential elections. The euro also rallied and peripheral bond yields collapsed.
The French presidential elections have turned into a highly unpredictable four-horse race. All four candidates offer radically different visions on the economy, and on France’s place in Europe. But is there a way to prepare for the outcome if the result is still so much up in the air?
Only being a specialist in one specific area will give absolute return fund managers the edge to extract alpha, believes Lucas Strojny, head of fund selection at Advenis Investment Managers in Paris. And there is one such specialised fund the Frenchman particularly likes.
What do you look for in a fund manager? Laurent Truchi of Edmond de Rothschild believes it’s primarily one thing that counts: passion.
The investment industry has had to cope with many irregular twists and turns in recent years, in the wake of economic crises and geopolitical upsets. BNP Paribas IP’s François Hullo’s job is to try to predict the shape of things to come…
In an unprecedented move, ERI Scientific Beta, a provider of smart beta indices that is an offshoot of the EDHEC Risk Institute in France, today announced it will offer its mandate clients the option to only pay performance fees.
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.