Top five market-shaping investment themes
David Vickers, senior portfolio manager of the Russell Investments Multi-Asset Growth Strategy, looks at the top five themes shaping markets this year.
Investment Strategy
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Luxembourg hits record of €3.7trn AUM despite Brexit jitters
Assets under management in Luxembourg-domiciled funds grew by 7% to €3.74trn (£3.18trn, $3.97trn) last year, the latest data from the Association of the Luxembourg Fund Industry (ALFI) shows.
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‘Hidden tech’ could be key to equities returns – Hermes
It was announced on Thursday that Snap, owner of Snapchat, has been valued at $22.2bn (£17.8bn, €20.9bn) ahead of its IPO next month, but could the secret to technology investments be in finding the ‘hidden’ technologies propping up the household names?
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Is there still opportunity to be found in the FANGs? (or Apple?)
They are used to double-digit revenue growth and boast some of the most well-known brands in the world, but do the likes of Facebook, Amazon, Apple, Netflix and Google (FANG) still offer opportunities this year?
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ANALYSIS: Time to worry about inflation?
Inflation in the United Kingdom economy has crept up to within a hair’s breadth of the Bank of England’s target, and with rates down at 0.25% could the horse be about to bolt before the stable door is closed?
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Better Finance group names and shames ‘closet trackers’
Campaign group Better Finance has published the names of asset managers running so-called closet trackers: funds that closely hug an index. Some large asset managers are particularly well-represented on the list.
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BlueBay expands ESG fixed income investment offering
Fixed income manager BlueBay Asset Management is expanding its environmental, social and governance (ESG) fixed income offering in response to client demand for greater incorporation of the ethical investment strategy.
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European investors pile into EM debt
European investors have turned positive on emerging market debt again in January after two months of net outflows, reports Blackrock.
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Newcomer Japanese funds to watch
Investors in the Japanese stock market benefited from currency fluctuations in 2016 and the outlook for 2017 appears favourable, too.
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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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EM bond funds to watch based on their AuM
There has been little movement in the top ranking global emerging markets bonds funds in terms of their assets under management in the past 12 months.
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Europe offers investors great opportunities, says Fidelity’s McQuaker
A pickup in growth and earnings on the horizon in Europe offers investors could outweigh the political risks that many have focused on leaving its markets undervalued, according to Fidelity International’s Bill McQuaker.