Niels Skovvart, chief investment officer of Sydinvest in Denmark, discusses his asset allocation with EIE’s Dylan Emery.
Appetite for both EM equities and EM government bonds with Munich’s fund selectors are at record levels.
Zurich’s fund selectors are way more enthusiastic about Japanese equities than their counterparts in any other country.
Absolute return is hot in Zurich, our researcher found out on his trip to the Swiss city last week.
Fund selectors in Munich have switched their attention from European to American equities, the latest data collected in the city by EIE show.
Emerging markets enthusiasm was sky high in Munich when our researcher visited fund selectors in the Bavarian capital last week.
Fund buyers based in Geneva hold contrarian views, our researcher discovered on her trip to the city in August.
Fund buyers based in Geneva hold contrarian views. They love exactly those asset classes that have shown a sharp drop in sentiment Europe-wide.
Thomas Romig, head of multi-asset management at Union Investment in Frankfurt, has become more skeptical about return prospects for high yield.
There are signs of a massive turnaround in emerging market fund flows, Morningstar’s freshest data suggest.