Investment
Investment | 1 Feb 17
Cash held by global fund managers on the rise, BoAML survey
Global fund managers are holding more cash than the 10-year average, indicating a buy signal for equities, according to Bank of America Merrill Lynch’s monthly global fund manager survey for January.
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.
Alternatives | 30 Jan 17
FundRock targets European growth with Dublin office
FundRock Management Company has opened an office in Dublin, as part of wider the firm’s European expansion plans and to capture growing demand arising from the Brexit vote.
US equity markets to ignore protectionist threat
If Donald Trump makes good on his proposal to impose tariffs on all imports from Mexico to fund the construction of a wall on the country’s border with the US, this will have a profound impact on the US economy and on the profitability of some US companies. Are markets right to ignore this threat for now?