Japanese equity fund net inflows by European investors have picked up recently, as the current macro environment looks conducive to Japanese equities. Asset managers are also jumping on board with the asset class, but why?
A report by Bestinvest has named and shamed Aberdeen Asset Management and St James’s Place for running some of the worst-performing equity ‘dog’ funds.
The US equity market hit new highs, but bond yields are expected to fall after the US Federal Reserve voted to keep rates on hold at its latest meeting.
Emerging markets are increasingly attractive but selecting the right fund is the key to performance, according to Morningstar.
Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.
Asian equity markets are up, but they are not in a bull market, according to Sean Taylor, Deutsche Asset Management’s Hong Kong-based managing director and Asia Pacific chief investment officer.
London-based investment boutique Smith & Williamson has launched a global thematic Artificial Intelligence equity fund.
Global fund managers’ exposure to US equities has fallen to its lowest level since January 2008, according to the BofA Merrill Lynch fund manager survey for July.
Within the fund industry, 2017 was widely heralded as ‘a year for active managers’ after a long period when central bank policy and geopolitical concerns had driven asset prices. Click on the slides below to see whether, with more than half of the year gone, active managers across asset classes have been able to beat…
Neil Woodford dropped British American Tobacco from his flagship equity fund in June, a stock which had enjoyed a consistent place in his strategies throughout his career.
Following the French elections, investors have swapped actively managed single country equity funds for index trackers.
European equities have been in the spotlights for a while, and finally interest is translating into real flows, according to Morningstar data. But there is a caveat to the optimism, which manifested itself last week.
