European selectors re-thinking UK equity allocations
As parliament prepares to vote on Brexit deal, investors are warming to UK equities amid possible end to uncertainty
Quilter
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The second coming of Japanese equities
Government reforms and societal shifts have reignited investor confidence after years of economic stagnation
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Turkey crisis rattles emerging markets
Currency sell-off highlights country’s reliance on foreign capital but analysts don’t expect contagion to spread
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‘If everyone moves one way you need to be careful’
Industry experts debated key issues at the Expert Investor Portugal event last week including big data overreach and whether Mifid II puts European asset managers at a disadvantage. Click though the slides to see images of the event and read related article.
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Scepticism is a virtue
When faced with a crossroads in the market, it may pay to be cautious about forecasting macro, argues Ian Heslop, head of global equities at OMGI and manager of the Old Mutual North American Equity Fund
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Beware of single-style funds
Fund selectors should be wary picking a manager who runs a fund with a specific style, warns Ian Heslop, head of global equities at Old Mutual Global Investors.
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OMGI converts strat bond fund to absolute return
Old Mutual Global Investors is to convert the Dublin-domiciled version of its Global Strategic Bond Fund into an absolute return vehicle, while planning to escape the risk of “crowding” associated with funds in the sector.
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Flexibility is key to success in Trump era
In this short video, Old Mutual GI’s Justin Wells argues only flexible and dynamic managers will thrive in the Trump era.
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Swedes shake off Trump fear
Swedish fund buyers are in a bullish mood, and have diametrically reversed their assessment of the impact a Trump presidency will have on global markets.
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US equity returns fund managers
The S&P 500 had a great year, returning more than 15% during each month of the year on annual basis. But did asset management companies foresee this?
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Asset managers divided about EM equity prospects
Global asset management companies have never before been as divided on return prospects in emerging markets as they are now.
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Fund managers regain confidence in Asian equities
Global asset managers haven’t been as optimistic about the return prospects of Asian equities in almost a year’s time.