Swiss jump on European QE wave
Swiss fund buyers are some of Europe’s most bullish investors, and are becoming more enthusiastic about European equities by the quarter.
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Swiss fund buyers are some of Europe’s most bullish investors, and are becoming more enthusiastic about European equities by the quarter.
For the second edition of our new series ‘Fund Favourites‘, Philipp Dirkx, portfolio manager at Frankfurt-based BHF-BANK, reveals why he invests in the Jupiter Dynamic Bond Fund, even though he generally prefers to take charge of asset allocation himself.
In these times of great macroeconomic uncertainty, Munich’s fund selectors are looking for a hiding place in Europe, a more popular investment destination than ever before.
Philipp Dirkx, portfolio manager at the private banking unit of BHF BANK, talks to Expert Investor Europe about his attitude to multi-asset investing, a true hit with investors in Germany, and reveals which ingredients make the ideal multi-asset portfolio to him.
Investors in Germany continue to increase their investments in multi-asset funds. According to the branch organisation for the German fund industry BVI, net inflows into multi-asset funds more than doubled in the first half of this year to a record €23.8bn. Total assets invested in mixed funds have now surpassed those in bond funds for…
In part two of this video interview, Marcus Stahlhacke tells us where he sees the best return opportunities going forward.
Financial consultancy Wellershoff & Partners recently analysed the return prospects for equity markets in Asia, Europe and the US, The outcome? Europe will outperform the US by about five times.
Omar Gadsby, head of fund selection at Credit Suisse, tells EIE’s Tjibbe Hoekstra where in fixed income markets he still finds value
Investors have stepped up unwinding their long bond positions in June, according to the latest fund flows data provided by Morningstar. Net outflows from investment-grade bonds doubled from the previous month to €6.3bn. Net outflows of €1.5bn from high yield bond funds, the first net outflows since January, were another sign of the bearish mood…
Demand for liquid funds with a mandate to invest in derivative strategies appears insatiable in Europe, with net fund flows having exceeded €7bn each month since February. And a convincing majority of fund buyers wants to continue adding to their absolute return holdings, according to EIE’s latest data. But do these so-called alternative Ucits funds…
According to EIE’s freshest data, emerging market equities are battling for the unpopularity prize. While US equities remain the least popular equities, fewer European investors than ever before are looking to enter Asia.
The ECB has been buying €60bn in government bonds for more than five months now. Since the QE programme was announced in January until our most recent poll in June, European fund selectors have consistently been expecting equity markets to benefit most from it going forward. Support for the programme has also been all but…