European investors pile into EM debt
European investors have turned positive on emerging market debt again in January after two months of net outflows, reports Blackrock.
Fund Flows
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Which asset classes were least loved in 2016?
2016 was a year of radical changes: the most popular asset class of 2015 was the one sold off most heavily the next year.
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What were the best-selling asset classes of 2016?
Expert Investor has analysed which asset classes were most in demand with European investors in 2016. Many of your peers have been hesitant to make strong asset allocation decisions, but those calls that were made mostly proved right.
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Investors find their way back to European equities
As European equity indices finally showed signs of life in December, investors again started to commit money to the asset class. European equity funds saw their first net inflows in 11 months according to Morningstar data.
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European equity appeal fades
European equities had been the fund selector favourite for years, but appetite is on a downward trend. Emerging market equities have now been more popular for three quarters in a row, and US equities are quickly catching up.
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Investors dump bonds as reflation trade takes hold
European investors sold off all types of bonds and bought US equities in November as bond yields and inflation expectations surged. Has the great rotation now finally started?
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US equities ‘great again’ for Europe’s fund buyers
US equities are ‘great again’ for European investors. They funneled record amounts of money into the asset class in November, with value funds being especially popular.
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Trump Tantrum hits emerging markets
Foreign investors took their money out of EM assets at the fastest pace since the 2013 Taper Tantrum in November, according to the Institute of International Finance (IIF).
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European outflow spree spreads to government bonds
European equities are now on their longest net outflows streak since 2012. But it is not just equity funds that are being sold off. Bond funds are also under increasing pressure.
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BofA Merrill Lynch reports week of ‘great rotation’
The past week has seen the widest global disparity between equity and bond flows ever, according to the latest BofA Merrill Lynch Global Research report.
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Trump election sparks record US equity inflows
Donald Trump’s election victory has triggered an almost unprecedented move into US equities. According to Lipper fund flows data, American investors funnelled a record net sum of $27bn to US equity ETFs during the seven days after the election.
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High-yield bonds and emerging market debt – Divergent fates
While emerging market debt saw record quarterly inflows globally during the third quarter of 2016, the global hunt for yield does not benefit developed market junk bonds. But this could soon change.