Inflows into alternative Ucits funds broke an all-time record for the second consecutive month in March. According to Morningstar’s European fund flows data, investors poured in €8.7bn over the month. Total net inflows in the first three months of the year now total € 19.8bn. Multistrategy funds remain the most popular category, with €3.3bn in […]
Category: Europe
Index trackers – The Dutch are leading the way
Nearly all fund selectors in the country are active and sophisticated users of passives. The share of the portfolio reserved for passive strategies varies greatly, from 7% up to 70%, but is generally on the rise. None of the interviewees will decrease their allocation to index-trackers, and four in ten will increase it in the […]
Fund selectors buy Europe ditch US
The ECBs QE announcement combined with accelerating economic growth in the eurozone has propelled European equity sentiment to a record high. At the same time, appetite for US equities among Europes fund buyers is at an all-time low.
Investors sell US equities buy Europe
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.
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.
