Global ETF assets will double until 2020, according to a study by PwC. But where growth is expected to come from varies greatly between the US and Europe.
Category: Europe
Fund selectors either like Europe or EM
For European fund buyers, it’s either European or emerging market equities, never both. Equity market returns only partially explain the phenomenon.
European equities did fund managers
The final equity category we discuss in our series is European equities. The asset class has shown strong performance, but volatility has increased sharply in recent months.
Capricious fund managers again bullish on EU
Expert Investor Europe’s latest fund manager sentiment survey suggests asset managers are following the wind, at least for European equities.
Fund managers more optimistic about US
Since end October, asset management companies suddenly see much more perspective in US equities.
Market upheaval leads investors to US equities
In October, fund selectors hastily reduced their allocations to European and emerging market equities and fled into ‘safe’ US equities.
Fund managers and selectors at odds
Fund selectors and fund buyers strongly disagree where on the planet the investment climate is most benign
Eurozone economic sentiment on the up
Business and consumer sentiment in the Eurozone is improving and is at its highest in four months according to Moodys Analytics.
European fund selectors shift to large caps
European fund selectors have adopted an increasing bias towards large cap stocks. The tendency is strongest for European equities.
Fund managers put all hopes on US equities
The short-lived market crash in October has prompted a complete fund manager sentiment overhaul. Asset manager expectations of European and EM equities have plummeted, while faith in the US stock market has soared.
