February 2015 was the month of the Great Rotation: it was not the long-awaited shift from bonds to equities though, but rather the move from US equities to European equities.
Category: Europe
Monaco fund buyers seek safe havens
Absolute return strategies are now more popular among European fund selectors than ever before. But Europe’s biggest fans are to be found in Monaco.
European fund flows turn positive again
A six-month outflow streak in European equities came to a halt in the first month of the new year, according to Morningstar’s freshest fund flows data.
PwC study reveals Atlantic split on ETFs
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.
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
