European selectors shun hedge funds
European fund buyers are turning away from hedge funds amid concerns about developed market bond yields
Sentiment
-
-
Value can still be found in frontier market equities
Frontier equities have posted mediocre returns and selectors are reducing their allocations – but a few retain faith
-
Luxembourg selectors look to GEM and Asia equities
As buying sentiment towards GEM and Asian equities trends lower, Luxembourg selectors take the opposite view
-
End of QE fears trump Swedish political woes
ECB has ‘no ammunition left’ after QE ends to cushion fallout from the next downturn, a Swedish selector fears
-
Managers retain faith in EMs despite selector pessimism
Some fund managers maintain robust optimism about emerging markets over the long term despite slump in selector buying intentions
-
Belgian selectors undeterred by EM debt sell-off
Emerging market debt sentiment has suffered recently due to a few problem countries but opportunities still seen
-
Selectors retain faith in absolute return despite losses
Appetite for absolute return strategies still high despite underperformance but Gam fiasco may test investors’ patience
-
Tech ‘most overvalued sector in history’
27% of European fund managers will be overweight in sector over the next 12 months, according to BofA
-
Which countries have the most pessimistic fund selectors?
We look at outlook of European fund selectors. Which countries have the bleakest outlook and which assets are they shunning?
-
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
-
Infrastructure assets in favour despite sell-off
Infrastructure funds have seen outflows for the first time in a decade but this has not discouraged pan-European fund selectors who are big fans of the asset class, according to Last Word Research.
-
Emerging markets demand slumps to three-year low
Global emerging market (GEM) equities have been one of the most popular asset classes among pan-European fund selectors since Q3 2015 – but demand dropped dramatically during Q2 2018.