ANALYSIS: Is now the time to invest in active US equity funds?

ANALYSIS: Is now the time to invest in active...

After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump's first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?

Published : 27, Apr 2017
Europe ex UK funds to watch based on their AUM

Europe ex UK funds to watch based on their AUM...

The following funds are among the largest and most established in the European ex UK equities sector, all featuring experienced managers that have established investment processes.

Published : 24, Apr 2017
Markets celebrate Macron victory in French elections

Markets celebrate Macron victory in French elections...

Equity markets have welcomed Emmanuel Macron’s resounding victory in the first round of the French presidential elections. The euro also rallied, while peripheral bond yields collapsed.

Published : 24, Apr 2017
Hong Kong's wealthy missed out on the 'Trump bump'

Hong Kong's wealthy missed out on the 'Trump bump'...

Hong Kong's multi-millionaires failed to adjust their portfolios in time to benefit from strong equity markets after the 2016 US presidential election, a Citi survey revealed.

Published : 24, Apr 2017
Massive investor shift from US to eurozone equities

Massive investor shift from US to eurozone equities...

Investors’ rotation from US equities into eurozone stocks in April was the fifth largest such shift since 1999, according to the latest Bank of America Merrill Lynch fund manager survey.

Published : 21, Apr 2017
Europe ex UK equities to watch based on their three-year record

Europe ex UK equities to watch based on their...

The following funds have been among the best performers within European ex UK equities over the past three years to the end of February 2017, according to Morningstar.

Published : 21, Apr 2017
Provisca signs up asset manager Heptagon to target IFAs

Provisca signs up asset manager Heptagon to target...Lock icon

International product distribution business Provisca has partnered with Heptagon Capital to help the London-based asset management firm actively promote its funds in the retail market for the first time.

Published : 19, Apr 2017
Beware hyped up tech firms that destroy wealth, says Rathbones

Beware hyped up tech firms that destroy wealth,...

Investors are at risk of over valuing innovative technology firms which offer the potential to disrupt established industries, investment manager Rathbones has warned.

Published : 18, Apr 2017
Top 10 best performing funds in the UK

Top 10 best performing funds in the UK

The first quarter of 2017 extended the hectic end to last year with plenty of macro and market events to keep fund managers on their toes. Here, based on data from FE Analytics, are the top 10 performing UK retail funds by three-month performance.

Published : 10, Apr 2017
Equity ETF inflows accelerate to record highs

Equity ETF inflows accelerate to record highs

European-domiciled ETFs saw $11.1bn in net inflows in March, according to Blackrock. That’s an all-time record for the month. ETF investors in other parts of the world also joined the party in great numbers.

Published : 10, Apr 2017
'Expensive' trackers overlooked in active/passive debate

'Expensive' trackers overlooked in active/passive...

Passive funds charging investors over the odds have fallen under the radar as the debate over active fees has raged, according to Morningstar’s Jonathan Miller.

Published : 7, Apr 2017
Over half of active funds in the UK close within 10 years

Over half of active funds in the UK close within...

Fewer than half of all UK equity funds manage to survive longer than 10 years, according to the latest research from ratings agency S&P.

Published : 6, Apr 2017
ANALYSIS: Protectionist US policies no threat to China

ANALYSIS: Protectionist US policies no threat...

The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.

Published : 4, Apr 2017
'Friendly' markets a boon for European fund flows

'Friendly' markets a boon for European fund flows...

Morningstar data shows European equity funds saw net inflows of €3.4bn (£2.9bn, $3.6bn) in February with equity ETFs performing well on the back of positive markets, with net inflows of €6.4bn.

Published : 31, Mar 2017
Asset managers turn sour on Anglo-Saxon equities

Asset managers turn sour on Anglo-Saxon equities...

With Theresa May formally triggering the start of the process that will take the UK out of the European Union, UK equity sentiment hit another record low. Return expectations for US equities also fell into negative territory.

Published : 31, Mar 2017
BlackRock reveals major overhaul of active equity offering

BlackRock reveals major overhaul of active equity...

US asset management giant BlackRock has revealed a major shake-up of its actively managed equity funds, including job cuts and a greater use of technology in stock picking.

Published : 29, Mar 2017
US equity flows reverse as Trump rally falters

US equity flows reverse as Trump rally falters...

Equity funds suffered their first annual weekly outflows from US investors since the election of Donald Trump, according to Lipper fund flows data.

Published : 24, Mar 2017
ANALYSIS: Europe the saviour as US market slumps?

ANALYSIS: Europe the saviour as US market slumps?...Lock icon

Although European stocks have gotten caught in the cross-hairs of Wednesday's Trump trade downturn, with the earnings recovery underway, it would be a mistake for investors to discount them.

Published : 22, Mar 2017
Woodford’s flagship fund finds footing; smashes £10bn mark

Woodford’s flagship fund finds footing; smashes...

Neil Woodford’s flagship fund found its footing in February and broke the £10bn ($12.4bn, €11.5bn) barrier as the reflation trade began to lose its shine.

Published : 20, Mar 2017
WisdomTree adds India smart beta Ucits ETF to range

WisdomTree adds India smart beta Ucits ETF to...

WisdomTree has launched accumulating and distributing share classes of its India Quality Ucits ETF (EPIQ), which offers smart beta exposure to Indian stocks with a focus on above average returns on assets (ROA) and return on equity (ROE).

Published : 15, Mar 2017

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