Europe’s selectors preparing for big market correction
Majority of European fund selectors surveyed at Expert Investor events in Frankfurt, Brussels and Lisbon expect a hefty market correction in developed equity markets within twelve months.
Germany
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German fund managers storm up ranking table
Analysis by Berlin-based research group Scope ranks all funds in German market – both domestic and foreign – on a range of criteria.
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Selectors prefer growth GEM funds but value performs better
European fund selectors expressed a preference towards growth emerging market funds over value during the last six months. However, Europe’s top performing funds allocated a greater weighting towards value stocks during the period.
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Deutsche Bank confirms €2bn float of asset management arm
Deutsche Bank has confirmed plans to list its asset management division DWS for €2bn on the Frankfurt Stock Exchange.
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Why European investor performance trailed the US and Latam
The depreciation of the US dollar led to European investors lagging behind their US and Latin American counterparts in terms of performance in 2017 despite making the right call about being overweight European equities, according to Natixis Investment Managers. Click through the gallery to find out what asset allocation looked like for European, US, and…
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Germany
What do German fund buyers think of all the major asset classes?
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European fund demand for equities expected to peak in 2018
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.
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Expert Investor Frankfurt Photo Gallery
Here is a selection of photos taken at Expert Investor Deutschland, held in Frankfurt on 25 October 2017.
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Expert Investor Munich Photo Gallery
Here is a selection of photos taken at the Expert Investor Deutschland forum, held in Munich on 24 October 2017.
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German investors trade return for safety
A poll from German asset manager Union Investment has found that German institutional investors are more than three times as risk-averse as their peers in neighbouring countries, with 72% of Germans considering ‘safety’ the most important criterion when making investment decisions.
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Goldman CEO hints at move to Frankfurt in dig at Brexit Britain
“Just left Frankfurt. Great meetings, great weather, really enjoyed it. Good, because I’ll be spending a lot more time there. #Brexit,” he said in only the 20th tweet ever sent from his Twitter account. This compares to the more than 36,000 tweets sent from Tweeter-in-chief Donald Trump’s account. Goldman Sachs Asset Management currently passports its…
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ANALYSIS: Has German election killed the European spring?
Many fund managers dismissed the historical German election results as “insignificant for markets”. But they fail to take into account the fact that these elections have upended the status quo, possibly triggering a reversal of recent political trends.