Gold targeted in the rush to diversify
Unwinding of QE puts a shine on gold for those worried about future purchasing power issues
Author: Jassmyn Goh
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ESG investing not black and white
Investors should be warned that it can still cause harm
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Variety of ESG bond funds ‘poised to expand’
Investment grade corporate dominates sustainable bonds, but range of asset classes will grow, says consultancy
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Renewed interest in EM government bond ETFs
After two quarters of outflows, EM government bonds had inflows of €800m during Q3
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Still value in frontier market equities
Despite posting mediocre returns, some fund selectors are keeping the faith in frontier equities
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Active manager success rate worse than passive peers
Passive funds will survive and generate a return in excess of their average active peers
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ESG investing needs an intelligence boost
Reducing the carbon footprint in a portfolio via ESG screening alone is a box ticking exercise
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Top rated small asset manager outperforms large peer
Scope’s top small asset manager Comgest outperforms group’s top large manager Kepler-Fonds, according to Morningstar data
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Selectors retain faith in absolute return despite losses
Appetite for absolute return strategies still high despite underperformance but Gam fiasco may test investors’ patience
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European fund flows plunge in June as investors shun risk
Japanese and European equity funds lead sell-off as investors avoid riskier assets, although US equity funds buck the trend
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Conscience investing ‘does not hinder returns’
Investing with a conscience is fully compatible with generating attractive long term returns, according to Morgan Stanley Investment Management (MSIM).
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Investors 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.