Investment
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.
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.
Europe ex UK equities to watch based on their three-year record
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.
Europe ex UK funds beat index over three key timescales
The average European ex UK fund performance suggests that active managers added value over three, five, and 10 years, despite 2016 being a tough period for active European ex UK funds after the strong outperformance of the previous 12 months.