Nordic selectors cool on alt Ucits funds
Over half of fund buyers surveyed in Gothenburg expressed dissatisfaction because of management and fee concerns
Over half of fund buyers surveyed in Gothenburg expressed dissatisfaction because of management and fee concerns
Unconstrained fund range was available to retail investors despite inclusion of complex derivatives and currency swaps
The consistent inflows added to EMEA-listed gold exchange traded products (ETPs) throughout the year suggest that the asset class plays a more strategic role in portfolios for Europeans than for US investors, according to a report.
The collapse of Lehman Brothers in September 2008 triggered the onset of the global financial crisis, its scale taking almost everyone by surprise. What lessons have fund selectors learnt from its devastating impact, nine years on?
Assets invested in illiquid credit more than doubled in 2016 from $178bn to $360bn, according to a survey by investment consultancy Willis Towers Watson.
The use of index trackers by professional investors has skyrocketed in recent years. Investors have been attracted by the easy access to ETFs, their transparency and of course their low fees. But what do they exactly use ETFs for? Greenwich Associates asked 132 institutional investors the question.
Morten Christensen, investment management director at the Norwegian family office Aars, tells Expert Investor’s Tjibbe Hoekstra how he is navigating the pitfalls of the direct loan space.
In part two of this interview, Wilhelm Zehender lines out how much of his client’s portfolios are invested in absolute return funds, and how he keeps hunting for new strategies as more and more hedge fund managers set up funds in Ucits format.
Is accepting a bit more volatility enough to sustain long-term fixed income returns, or should investors also make concessions on liquidity?
High-yield bond volatility has increased markedly over the past two years, which is partly a reflection of mounting macroeconomic uncertainty. But the unprecedented pace at which money is flowing in and out of the asset class suggests there is something more to it.
New research by Morningstar challenges assumptions about the threat ETFs pose to the stability of high yield markets, especially during times of crisis.
In part two of a video interview, Jaap Bouma tells which long/short managers he has added to his portfolios recently. He also reveals why liquidity is all-important to him.