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…
Malaysia’s sharia-compliant mutual funds have seen assets under management decline from the peak of 40.7% in March 2016 to 39.4% in March 2017, according to data from Morningstar.
The prospect of steadily rising global growth and ongoing monetary policy support has set the stage for emerging markets to do well in 2017, says Julie Salsbery, senior client portfolio manager, multi sector fixed income at Invesco.
European corporate earnings are on course to post one of their best years since the financial crisis, says Mark Denham, the new manager of the Carmignac Grande Europe Fund.
Specialist wealth manager Saunderson House used its valuation principles to place some bold bets in 2016 and, though the wait may have proved uncomfortable, the moves paid off, says investment director Chris Sexton.
Recent eurozone data has certainly given investors something to think about. Should the action that follows this thinking be to increase the weighting of European equities in their portfolios?
Money poured into multi-strategy funds from Asian investors in 2016, while global bonds bled the most, according to data from Morningstar.
Blue chip stocks in Hong Kong look attractive as the MSCI moves toward a decision on including China in its emerging market indices later this year, according to fund managers.
Family offices and high net worth individuals are stepping up investments in private equity products, according to alternative assets data provider Preqin.
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.
European investors have been rather apathetic about US equities for an extended period. This is unlikely to change if Hillary Clinton wins the presidential elections. A Trump win, however, will probably prompt a pronounced shift in sentiment.
The current low growth, low inflation economic environment is likely to persist for a number of years and is what investors must bear in mind when choosing where to put their money, says Invesco Perpetual’s Georgina Taylor.
