Why liquidity is key for Jaap Bouma – part 2 of 2
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.
Optimix
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Absolute return: a temporary refuge for Jaap Bouma – part 1 of 2
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.
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The Great Rotation – from bonds to absolute return
Fund selectors expect an annual return of less than 2% from their bond portfolios over the next five years. The Great Rotation is therefore finally happening. However, it’s not from bonds to equities, but to absolute return.
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Is this final market wave about to hit the rocks?
Global equity markets are experiencing their worst start to the year since 2008. While some are fearing this is the start of a bear market, others believe markets are oversold and equities now look at their most compelling in years. There are valid arguments on both sides, but some seem more right than others.
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Investors boost European equity holdings as Grexit fears fade
European investors appear to have shrugged off their worries about a Grexit, with the Euro Stoxx 50 index up 2.4% on Monday. Indeed, the consensus that European stocks are the place to be has returned, also among the continent’s fund buyers.
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Are asset managers out of touch?
Despite the possibly devastating consequences of a Grexit on European equities, asset management companies’ confidence in the asset class remains at record levels, according to the latest EIE Fund Manager Sentiment survey.
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Frontier markets rough ride
Volatility in frontier market equities has been quite extreme over the past couple of months, but to what extent has this turbulence affected investor sentiment?
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Investors flock in global currency bonds
European fund buyers have found their way back into global currency bond funds, which can invest across the bond universe while making specific currency bets.
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Tailoring to the smaller things
Optimix’s Jaap Bouma explains why he prefers entrusting his client portfolios to small boutique managers.
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Jaap Bouma – Tailoring to the smaller things
Optimix’s Jaap Bouma explains why he prefers entrusting his client portfolios to small boutique managers.