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.
European investors have turned positive on emerging market debt again in January after two months of net outflows, reports Blackrock.
Investors in the Japanese stock market benefited from currency fluctuations in 2016 and the outlook for 2017 appears favourable, too.
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?
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.
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.
The evolution of the EM bond fund asset class has seen recent launches emphasise either flexibility, blended strategies for instance, or specific areas of the market, such as short duration funds.
Our sister publication Expert Investor has analysed which asset classes were most in demand with European investors in 2016.
Brazil, Russia and commodities funds were among Asia’s best performers in 2016, while China funds were among the worst.
Once the preserve of the left, anti-globalisation sentiment has crossed over to the mainstream. Is the populist swing away from globalism a blip, or something more permanent? And what will be the impact on investors?
Investors in Hong Kong still prefer a commission-based charging structure when it comes to paying for wealth management services, while their mainland Chinese counterparts are increasingly opting for a fee-based model, according to the Hong Kong Investment Funds Association (HKIFA).
The co-managers behind JP Morgan Asset Management’s flagship Global Income Fund build customised, income-orientated ‘sleeves’ with the aim of delivering an attractive yield and capital appreciation to boot.
The European Central Bank (ECB) is keeping its monetary policy unchanged, as ECB-president Mario Draghi expressed confidence that inflation in the Eurozone is “converging to our objective”.