In this video interview, Jaap Bouma of Dutch wealth manager Optimix explains why he has finally decided to replace part of his fixed income portfolio with liquid alternatives. But he also admits he is ready to ditch this allocation again.
Dutch and Swedish fund buyers predicted the equity market correction that shook investors in January. Their peers from Denmark and Belgium, however, need to polish their crystal balls.
Investors in the Netherlands have become enthusiastic users of index trackers over the past years. But institutional investors in the country are leading the way into a new trend – factor investing.
In part two of this video interview, Marcel de Kleer tells EIE’s Tjibbe Hoekstra why he thinks there are still opportunities to be found in fixed income.
Marcel de Kleer of Wealth Management Partners in the Netherlands has swapped all but one of his active bond funds for passive solutions, he tells EIE’s Tjibbe Hoekstra in a video interview.
A growing number of fund buyers in the Netherlands and Belgium are turning their backs on absolute return funds. Unconstrained bond funds are not in fashion either.
See below for a slideshow of photos from Expert Investor Netherlands, held in Amsterdam on 29 September.
A rate rise by the Fed is long overdue, fund selectors in the Netherlands believe. Fund managers attending the Expert Investor Netherlands conference agreed and fiercely criticised the central bank for its alleged ‘backward guidance’.
Dinant Wansink of Delta Lloyd Asset Management says the ECB is leading him towards investing more in equities, and away from cash and commodities.
In part two of the interview, Rishma Moennasing, an equity fund analyst at Rabobank in the Netherlands, tells how she deals with managers she thinks are not active enough.
Emerging market debt and high yield bonds, which have had some pretty high inflow volatility recently, are now firmly back in favour with European investors. By contrast, net inflows into investment grade bonds are slowing down.
Benchmark 10-year bond yields in the Eurozone have more than doubled since the end of April, when they reached an all-time low. Are we now simply witnessing a correction after markets overshot in the wake of the ECB’s bond-buying programme, or is this the beginning of a serious bond bear market as deflation worries have…
