Move comes after passive flows into IA Global EM sector hits €93m in Q1
Investor consensus pegs recession for Q1 2020
Regulation, increasing costs, and the rise of passives threaten active managers
Duration on the Luxembourg-domiciled ‘go-anywhere’ fund will initially be about two years
South Asian giant’s domestically-focussed economy could deliver outperformance compared to its EM rivals if global trade war tensions rise
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war.
Boutique London-based asset manager Kestrel Investment Partners is increasing exposure to Europe’s financial, telecom and pharmaceutical sectors on the back of the European Central Bank’s quantitative easing (QE) decision.
Saudi Arabia has been upgraded by index provider MSCI to its emerging market index, alongside Argentina, which has re-entered the index after being dropped in 2009.
Impact investing is being touted as an alternative to environmental, social and governance (ESG) strategies which are failing to live up to their ethical hype.
A shift in Italian fiscal policy could have an impact on the European Central Bank’s plan to end its asset buying programme in September, say fund managers.