Nordic fund selectors look to Asia, GEM over European equities
Demand for European equities is the lowest from Nordic fund selectors as they turn their interest towards Asia and emerging markets, according to Expert Investor.
Sentiment
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Year in review: Europe
Despite concerns about heightened political volatility, 2017 proved a strong year for funds investing in Europe with no funds in the IA Europe ex UK sector losing money.
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Tech revolution the cure for falling return forecasts?
Long-term (beta) returns continue to trend downwards as the equity bull market keeps going, but the tech revolution offers a glimmer of hope for investors, according to JP Morgan AM.
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European equity sales bounce back
Investors resumed their European equity buying binge in September, after a brief pause in August, as net fund flows into the asset class recovered to levels seen earlier in the summer. Japanese equities are also in demand.
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Why should you change your asset allocation?
Fund selectors have been as stable in their allocation preferences in 2017 as they were impulsive the year before.
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Economic recovery not a blip, say investors
The European economic recovery is not just a blip, fund buyers believe. Most European buy-side investors have had a positive macroeconomic outlook for three quarters in a row now, according to Expert Investor data.
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Appetite for absolute return funds falls to new low
Fund selectors are losing enthusiasm for absolute return funds. Appetite for long/short equity and bond funds as well as multi-strategy funds has fallen to its lowest point for at least two years.
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Europe’s investors confident about economic upswing
Investors across Europe believe the continent’s economy has turned a corner. But investors in one country resist the European optimism, and look into the future with unease.
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How volatile are investors in their allocation opinions?
Every quarter, Expert Investor asks European fund buyers how they intend to change their allocations. Click through the slides below to see which asset classes investors change their views about most frequently.
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The asset class that will produce the best returns this year
When it’s up to fund buyers and asset managers, there are only two, or perhaps three, candidates for best performing asset class over the next 12 months.
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Fund buyers put faith in Europe, turn bearish on US
European equity funds again top investors’ wish lists. Appetite for US equities, however, has vanished as quickly as it surfaced in the wake of Trump’s election victory. Demand for high-yield bonds also declining.
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The hidden gem stock pick – Urs Beck tells all
Three years after launch, the New Capital Swiss Select Equity Fund is five-star Morningstar rated and has produced an annualised return of 14.19% since inception. How does the Fund’s hidden gem, Airopack, contribute to its performance?