Malaysia’s Islamic mutual funds see assets decline
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.
Asset Allocation
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Time to look again at Emerging Markets, says Invesco
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.
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European earnings growth set to drive equities in 2017
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.
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The benefits of buying cheap and holding on
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.
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Time to top up on European equities?
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?
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Asian investors stream into multi-strategy funds
Money poured into multi-strategy funds from Asian investors in 2016, while global bonds bled the most, according to data from Morningstar.
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Fund managers pick China asset classes for 2017
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.
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Performance of private equity funds attracts new fans
Family offices and high net worth individuals are stepping up investments in private equity products, according to alternative assets data provider Preqin.
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ANALYSIS: Are the bulls about to charge?
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.
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European investors lukewarm about US equities – but Trump can change that
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.
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Investment ideas not asset allocation key to finding opportunities
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.
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Emerging market debt: from devil to darling
Emerging market bonds have undergone a remarkably quick transformation from one of the least loved asset classes to perhaps the most popular. This has been driven by the relative attractiveness of emerging market debt compared to developed market fixed income, but to what extent have the fundamentals of the asset class actually improved?