Emerging market growth funds make a comeback

Emerging market growth funds make a comebackLock icon

Emerging markets are increasingly attractive but selecting the right fund is the key to performance, according to Morningstar.

Published : 24, Jul 2017
Positivity meets uncertainty in a global equities dilemma

Positivity meets uncertainty in a global equities...Lock icon

Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.

Published : 21, Jul 2017
Deutsche AM: Hot Asian equities have room to run

Deutsche AM: Hot Asian equities have room to run...

Asian equity markets are up, but they are not in a bull market, according to Sean Taylor, Deutsche Asset Management’s Hong Kong-based managing director and Asia Pacific chief investment officer.

Published : 21, Jul 2017
Smith & Williamson unveils Artificial Intelligence equity fund

Smith & Williamson unveils Artificial Intelligence...

London-based investment boutique Smith & Williamson has launched a global thematic Artificial Intelligence equity fund.

Published : 19, Jul 2017
Managers slash US weighting to nine-year low

Managers slash US weighting to nine-year low

Global fund managers' exposure to US equities has fallen to its lowest level since January 2008, according to the BofA Merrill Lynch fund manager survey for July.

Published : 19, Jul 2017
Will 2017 be the year of the active manager?

Will 2017 be the year of the active manager?Lock icon

Within the fund industry, 2017 was widely heralded as ‘a year for active managers’ after a long period when central bank policy and geopolitical concerns had driven asset prices. Click on the slides below to see whether, with more than half of the year gone, active managers across asset classes have been able to beat their benchmarks.

Published : 18, Jul 2017
Woodford makes big call on tobacco stocks

Woodford makes big call on tobacco stocks

Neil Woodford dropped British American Tobacco from his flagship equity fund in June, a stock which had enjoyed a consistent place in his strategies throughout his career.

Published : 17, Jul 2017
Investors switch to trackers in European equity markets

Investors switch to trackers in European equity...

Following the French elections, investors have swapped actively managed single country equity funds for index trackers.

Published : 6, Jul 2017
European equity inflows reach 18-month high

European equity inflows reach 18-month high

European equities have been in the spotlights for a while, and finally interest is translating into real flows, according to Morningstar data. But there is a caveat to the optimism, which manifested itself last week.

Published : 4, Jul 2017
Finding value in the Australian equity market

Finding value in the Australian equity market

For a contrarian manager there is value in sectors facing cyclical headwinds in Australia like energy, oil and gas firms and materials companies, says Werner du Preez, national distribution manager at Allan Gray Australia

Published : 30, Jun 2017
Harvest Global funds first to get Swiss-HK recognition

Harvest Global funds first to get Swiss-HK recognition...

Specialist China and Asian markets asset manager Harvest Global Investments has become the first firm to qualify funds for the Switzerland-Hong Kong Mutual Recognition of Funds (MRF) scheme.

Published : 26, Jun 2017
Columbia Threadneedle expands US equity fund range

Columbia Threadneedle expands US equity fund range...

Columbia Threadneedle Investments is expanding its US equity fund range with the launch of the Threadneedle (Lux) US Disciplined Core Equities Fund in its Luxembourg Sicav.

Published : 19, Jun 2017
Sanlam switches on AI in 'world first' for fund industry

Sanlam switches on AI in 'world first' for fund...

Sanlam has claimed it is now offering the world’s first ever balanced fund run by artificial intelligence and machine learning.

Published : 15, Jun 2017
Best and worst funds in Asia

Best and worst funds in Asia

Allianz, Schroder, Blackrock, UBS and Castlestone have funds that are among the best and the worst performers on a three-year basis as of 31 May.

Published : 12, Jun 2017
Waverton targets US expats with manager portfolio service

Waverton targets US expats with manager portfolio...

Discretionary asset manager Waverton Investment Management has launched a global equity/bond model portfolio service aimed at US expat clients.

Published : 6, Jun 2017
Investment groups reassure as Trump pulls plug on Paris accord

Investment groups reassure as Trump pulls plug...

Investment managers have played down Donald Trump’s decision to pull the US out of the Paris climate agreement, saying the effect on companies will be minimal.

Published : 2, Jun 2017
ANALYSIS: Trump – from asset to liability for US equities?

ANALYSIS: Trump – from asset to liability for...

When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.

Published : 30, May 2017
UK exposure in global funds hits 12-month high

UK exposure in global funds hits 12-month high...

Exposure to UK equities in global funds has hit a 12-month high as the US has steadily fallen out of favour, new data from Copley Fund Research has revealed.

Published : 30, May 2017
Invesco Powershares launches ‘unique’ S&P 500 Ucits ETF

Invesco Powershares launches ‘unique’ S&P 500...

Invesco PowerShares, the exchange-traded funds arm of Invesco, has launched a refined version of an S&P 500 ETF under the Ucits framework.

Published : 23, May 2017
Regulatory delays bite Philippine's fund industry

Regulatory delays bite Philippine's fund industry...

Local fund managers in the Philippines are still waiting for a series of key regulatory changes that could drive industry growth, according to Valerie Pama, Manila-based president of Sun Life Asset Management in the Philippines.

Published : 22, May 2017

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