Equities
Emerging Markets | 8 Feb 17
EM shares to overcome US headwinds, says Goldman Sachs AM
A Trumped-up US economy, taper tantrum and a dollar bull market do not have to be insurmountable headwinds for emerging market equities, according to Goldman Sachs Asset Management’s Luke Barrs.
Japanese equities ‘among cheapest’ in developed economies
Most commentators believe Japan’s domestic environment remains encouraging in terms of the outlook for 2017, says Lena Tsymbaluk, investment research analyst at Morningstar.
Passive investments set to overtake actives by 2024, says Moody’s
Assets held in passive investments will represent more than 50% of the US market in four to seven years’ time, with the growth rate in Asia expected to increase, according to a Moody’s report.
Time to top up on European equities?
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?
Europe’s ETF market hits record but sales growth slows
The European ETF market hit a new record in terms of total funds under management last year though the flow of money in the asset class slowed from the record levels of 2015, according to new data from Thomson Reuters Lipper.