European selectors warming to US equities
Pan-European fund selector sentiment towards US equities has moved up into the low to neutral territory from a negative position according to latest Last Word Research.
Sentiment
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Russia begins to embrace global ESG trend
Oil and gas companies dominate the Russian economy, but investor efforts to encourage better corporate governance are beginning to yield results.
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Selectors cool on China despite buoyant returns
The risk of a trade war between China and the US has fuelled investor uncertainty. One fund selector has dropped their only China equity focused fund while another portfolio manager has reduced his China allocation.
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Italy least popular European market
Italy has replaced the UK as the least popular market in Europe for fund managers, according to Bank of America Merrill Lynch (BofAML).
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Commodities poised to finally join the bull market
After a torrid nine years of losing investors money in a raging bull market, commodities could finally start to see a change in fortune.
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Long-term investment horizon key to reaping biotech returns
The biotech sector is going through a renaissance as innovation takes off according to one successful fund manager, but data shows that performance over the last three years has been far less than stellar.
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China A-shares inclusion set to light ESG fuse
The opening of the China A-shares market to foreign investors provides a window for China-focused funds to push ESG criteria into greater prominence in the world’s second largest economy.
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Iberian fund selectors’ view on US equities improves
Portuguese and Spanish fund selectors like European equities and emerging market debt, have improved their outlook on US stocks but are neutral towards Japanese equities, according to Last Word Research.
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38% of fund buyers say volatility will boost returns
Professional fund buyers split on volatility impact on portfolios with 39% viewing volatility as a threat, according to survey
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Iberian fund selectors cool on passive funds
Iberian fund selectors’ appetite for index-tracking products took a sharp dip in the first quarter as volatility shook the markets.
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Expert Investor launches ESG site
Expert Investor has launched a website showcasing its inaugural ESG Congress in Berlin which brought together top fund selectors who discussed the challenges and the importance of the sector.
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Reforms add shine to Indian equity funds
Government policies have boosted appeal of Indian equities and huge country’s interdependence from global trade risks make it attractive long-term bet, according to Blackrock.