Has the Great Rotation finally arrived?
In the aftermath of the US elections, investors have been selling off bonds and have bought equities. Is this a sign the long-awaited Great Rotation is finally unfolding?
Invesco
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Is the EMD buying spree going to hold this time?
Saudi Arabia’s record debt sale last week showed that emerging market bonds remain in strong demand with yield-hungry investors. However, the question is whether appetite could reverse as quickly as it has in the past.
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Multi-strategy funds limit post-Brexit losses
The three largest multi-strategy funds for sale in Europe have fared better than most other absolute return funds since the UK’s shock vote to leave the EU. However, the Standard Life GARS fund continues to underperform its peers on a longer-term basis.
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Sovereign wealth funds stay confident as returns slide
Despite the volatility of global financial markets this year and a steady decline in investment returns, confidence among the world’s sovereign wealth funds remains high, a survey by Invesco has found.
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Fund manager warning – Don’t buy US equities
Nowhere in Europe are US equities as popular as in Germany. More than half of local fund buyers plan to increase their allocation in the next 12 months. But it would be a terrible idea to do so, fund managers speaking at Expert Investor Deutschland warned.
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Emerging market debt – a reversal of fortunes
Investors are fleeing from emerging market debt, and optimism for any recovery in the near term is low, particularly for local currency government bonds.
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Star manager or team: what’s the better choice?
Fund selectors are divided when determining whether having a star manager at the helm is more likely to lead to long-term performance than a team-based approach.
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What’s the place of smart beta in a portfolio?
Smart beta strategies are quickly growing in popularity, according to research commissioned by Invesco Powershares among 400 investors in Europe. However, overall portfolio allocation remains modest and the ways investors use non-market cap weighted index products varies widely across Europe.
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Volatility highyield and policy error
The past few weeks have been somewhat of a roller-coaster ride for investors.
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Lost in translation
Mifid II is, even before implementation, already triggering plenty of unease amongst Europe’s asset management industry.
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riding the commodity carousel
The rise in commodity prices may have peaked but does this mean the super-cycle is over, and should you buy or sell the asset class? By Manuel-Yutaro Rubio, alternative investment strategies fund analyst, Allfunds Bank
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once bitten twice shy
Japan is back in favour. However, many investors are unlikely to give its equities another chance, writes James Smith