Catalan investors brace for inflation spike
Eurozone inflation will hit 2% by next year, half of fund buyers attending the Expert Investor forum in Barcelona believe.
Spain
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Expert Investor Barcelona photo gallery
Here you can see a slideshow of pictures taken at Expert Investor Barcelona, held on 2 February 2017.
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Basque investors regain lost love for European equities
Highly unusually, investors in the Basque country and the rest of Spain were more sceptical about European equities than their peers in the rest of Europe when we last polled them in December. However, the dip in appetite appears to have been short-lived.
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The biggest macro risk: not Brexit or Trump, but China
Though US presidential elections are approaching fast and Brexit uncertainty is still riding high, China is the biggest macroeconomic risk right now, according to fund selectors attending the local Expert Investor forum in Barcelona last week.
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Expert Investor Spain photo gallery
Here you can see a selection of photos taken at Expert Investor Spain forum, held in Barcelona on 27 October 2016.
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Interview – Alvaro Martin Sauto on volatility management
Bankia’s head of funds-of-funds, Alvaro Martín Sauto, explains why he believes we should not be paying more than eight basis points for an actively managed government bond fund, and talks about his quest to get clients to accept more volatility.
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Spanish investors leave multi-asset funds again
Spanish fund buyers embarked on an unprecedented multi-asset fund buying in 2014 and 2015. This year, however, multi-asset funds have seen net outflows as local investors de-risk again.
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Investors in Barcelona swap duration risk for credit risk
Barcelona’s investors are remarkably unanimous in their fixed income allocation. Almost all of them are overweight short-duration bonds and eight in 10 interviewees are planning to decrease their allocation to long-duration European sovereign debt.
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European equities lose shine for Catalan fund buyers
Barcelona’s fund buyers had been bullish about European equities almost by default for the past four years. But political instability across Europe has dented their appetite. Global emerging market equities are their new darling.
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Investors expect equity returns to be ‘lower for longer’
Fund buyers expect returns from their equity portfolio to be significantly lower over the next five years. However, they still expect equities to outperform bonds by a considerable margin.
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Expert Investor Spain photo gallery
Here you can see a selection of photos taken at Expert Investor Spain forum, held in Madrid on 14 June 2016.
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Brexit vote triggers fears for market correction
Markets have been trading more or less sideways for a while now, but fund managers and fund buyers alike are preparing for the next downturn. And Brexit could be the trigger.