Macro Views | 24 Apr 17
MacDonald on Architas’ use of ‘high conviction’ funds
Cautious on equities and fixed income, Sheldon MacDonald prefers funds with high conviction, as he seeks stability over the long term rather than quick gains on the upside.
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.
M&A: the ‘new normal’ in UK asset management
The merger of Standard Life and Aberdeen is a sign of the times in asset manager consolidation, but who will be the winners and losers from the trend?
Newcomer Europe ex UK funds to watch
The following funds are relatively new launches but feature experienced managers with strong track records running similar strategies elsewhere, according to Morningstar.
North America | 21 Apr 17
American states ‘thriving’ in Panama Papers fallout
US states including Delaware and Nevada are bucking a trend that has seen the number of new tax shelters drop by a third globally, according to one of the co-founders of Mossack Fonseca, the law firm at the epicentre of the Panama Papers fallout.