Too late for actives as passive ‘genie’ escapes bottle for good
Passive momentum is unlikely to slow even if active management performance improves, says Cantor Fitzgerald director of equity research financials Keith Baird.
Investment Strategy
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Quilter’s bets on ‘Trump lite’; remains wary of ‘dark Donald’
Quilter Cheviot’s Alan McIntosh is optimistic about what president Trump will mean for markets but with Brexit and European elections still to come this year, he is hedging some of his bets.
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Do Hong Kong investors receive value for their fund fees?
Some of the most expensive funds available to Hong Kong investors deliver less than stellar returns.
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Asia fund professionals bullish on global economy
The global macro economic outlook for the next 12 months is bright, according to a poll conducted by our sister publication Fund Selector Asia.
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Investment strategies to get through Brexit
Prospects for the UK may be less than clear before Brexit negotiations begin, but what can be agreed is that opinion is divided when it comes to UK assets.
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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.
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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.