Fund selectors slash unconstrained bond allocation
Inflows into unconstrained bonds plummet amid concerns about illiquidity in asset class as Swiss asset manager Gam freezes fund
Morningstar
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Countries not a safe bet for full blown trade war
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war.
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Pimco fixed income funds dominate inflows
Pimco’s fixed income funds attracted more than double the inflows of rivals over the last decade despite significant outflows after Bill Gross’ departure.
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Lack of EU unity ‘drags on European equities appeal’
In response to the eurozone’s first quarter drop in growth and the European Union’s discord over how to handle migration a German fund selector has reduced European equity fund allocations.
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Beyond the greenwash – ESG’s identity crisis
Billions flowed into European ethical funds over the last year but scratch beneath the surface and the sector is being held back by a lack of clarity over what it stands for.
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Green funds struggle to detail environmental credentials
Environmental funds are blaming poor data on holding companies for their inability to report on environmental impact as the industry’s methodology for measuring green credentials throws up mixed results.
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Smart beta not really for the mainstream, says UBP
Smart-beta strategies are unlikely to overtake traditional fund products and become a mainstream investment tool, argues Nicolas Faller, co-CEO of asset management at Union Bancaire Privée.
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Morningstar to revamp sustainability ratings
Global research firm to tweak methodology to address criticism that it discriminates against small and mid-cap companies.
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Nordic confidence on Japan wavers as yen falls
Japanese equity funds have lost their appeal to Nordic fund selectors because of concerns about the depreciating yen.
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Rating the ratings agencies
Many investors rely on fund rating systems to guide decisions. But are rating systems an effective way to gauge future performance and which is better – quantitative or qualitative analysis?
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Morningstar launches outsourcing unit for Mifid II
Morningstar has launched a unit for advisers and financial institutions to outsource fund selection and asset allocation in a “post-Mifid II world”.
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Five ‘unloved’ investments worth a fresh look
Long term investors should seek out some often overlooked sectors to boost portfolio diversification, according to Morningstar Investment Management. Click through the slides below to find out which five areas it has identified as hidden investment opportunities.