The ECB has been buying €60bn in government bonds for more than five months now. Since the QE programme was announced in January until our most recent poll in June, European fund selectors have consistently been expecting equity markets to benefit most from it going forward. Support for the programme has also been all but…
Investors in Germany are aware of an inconvenient truth: to have a reasonable chance to achieve their return targets, they need to take more risk.
European equities are the most popular asset class with German fund selectors, just like in most of the rest of Europe. A clear majority plan to increase allocation over the next 12 months, as they feel the continent’s equity markets will be the main beneficiary of the ECB’s newly launched QE programme.
Investor confidence in Europe has made a sharp fall in October, according to data released by State Street Global Exchange.
Socially responsible investing (SRI) has gained most foothold in France and The Netherlands, as differences across Europe remain enormous.
The current cocktail of falling asset prices and increasing volatility, combined with still high valuations, seems to confuse fund selectors and managers alike.
Fund buyers in Bavaria are confident that their economy has not run out of steam yet.
Despite record-low yields, government bonds are more popular than ever with Norwegian fund selectors.
German investors are now more willing to take risks to get a better return from their investments than a year ago.
Niels Skovvart, chief investment officer of Sydinvest in Denmark, discusses his asset allocation with EIE’s Dylan Emery.
Appetite for both EM equities and EM government bonds with Munich’s fund selectors are at record levels.
Fund selectors in Munich have switched their attention from European to American equities, the latest data collected in the city by EIE show.
