Investors around the world are increasing their cash holdings as the economic slowdown in China threatens to drag the world economy down. According to data from Lipper published today, investors poured in a net $77.7bn (€70.5bn) into money market funds in July. This is more than half the total amount flowing into cash funds in the previous nine months.
Dinant Wansink of Delta Lloyd Asset Management says the ECB is leading him towards investing more in equities, and away from cash and commodities.
In part two of this interview, Alexandre Théry of Auxense Gestion explains why he has a preference for focused funds, and why smart beta strategies are sometimes too clever for him.
In part two of the interview, Rishma Moennasing, an equity fund analyst at Rabobank in the Netherlands, tells how she deals with managers she thinks are not active enough.
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.
In part two of this interview, Jean-Charles de le Court evaluates the rise of alternative Ucits funds, and explains why they have become more attractive for him to invest in. He also clarifies why he tends to prefer a small funds with little assets under management over their established peers.
A Luxembourg UCITS fund is becoming a recognised global brand, said Denise Voss, the new president of the country’s fund industry association.
This gallery features a slideshow of photos taken during the Expert Investor Europe Luxembourg event on 19 June 2015.
In part two of the interview, Jean-Charles de le Court evaluates the rise of alternative Ucits funds, and explains why they have become more attractive for him to invest in. He also clarifies why he tends to prefer a small funds with little assets under management over their established peers.
Jean-Charles de le Court tells EIE’s Dylan Emery how he goes about selecting managers for his ‘fund-of satellites’ strategy. He explains why he is not so much focused on volatility, but insists on managers who invest in their own funds.