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.
Asset Allocation
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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?
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BlackRock goes overweight EM
US fund management giant BlackRock has joined the ongoing shift into emerging markets by upgrading the asset class to overweight in its asset allocation outlook.
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Emerging market equities: as compelling as they seem?
In August 2015, emerging market equities were in the midst of the most serious market correction since 2008. A year on, investors are more bullish than ever about the asset class. Is this radical change of mood justified?
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Investors move into defensive assets amid global economic worries
Rattled by a growing list of worries that could threaten the fragile global economy, including the UK’s shock Brexit vote, investors around the world are amassing cash, favouring bonds over equities and increasing their holdings of gold.
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Eaton Vance offers new Irish-based multi-asset credit fund
Eaton Vance Management (International), a subsidiary of US-based Eaton Vance Corp, has launched a multi-asset credit fund which is available to investors in the UK and Ireland with further jurisdictions planned.
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Sovereign wealth funds stay confident as returns slide
Despite the volatility of global financial markets this year and a steady decline in investment returns, confidence among the world’s sovereign wealth funds remains high, a survey by Invesco has found.
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Investors in wait-and-see mode as data give few hints
Financial markets have lacked direction in recent months, with the main equity indices all very close to where they were at the start of the year. Macroeconomic data are not strong enough to reinvigorate the bull market, yet not sufficiently weak to stoke fears of recession.
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ANALYSIS: Ignore the seven-year itch, stick with the “unfashionable” bulls
Seven years of equity rises, have we really seen any evidence of complacency that ended previous bull markets?