Fund buyers attending Expert Investor Belgium in Brussels expect the ECB’s new government bond-buying programme to push equities higher.
Luxembourg, Europe’s biggest largest domicile for Ucits funds, is looking for diversification. The country wants to attract more alternative investment funds, and non-Ucits funds which focus on sustainable investing.
Fund buyers across Europe have become less convinced about their macroeconomic outlook, according to EIE’s freshest data.
Private investors in the Netherlands and Sweden are much more comfortable with risk-taking than their counterparts in the rest of Europe.
Fund selectors who our researcher met in Brussels in late November are planning to once again step up their allocation to European equities.
Belgian fund selectors have increased their exposure to Asian equities, but they are now dragging their feet.
Fund buyers who our researcher met in Brussels in November voiced renewed confidence in Europe’s equity markets. At the same time, they dismiss US equities as too expensive.
Fund selectors attending Expert Investor Europe’s Alternative Ucits Congress in Versailles in October tell us what alternative strategies they are investing in now.
Socially responsible investing (SRI) has gained most foothold in France and The Netherlands, as differences across Europe remain enormous.
Dinant Wansink of Delta Lloyd Asset Management gives EIE’s senior reporter Tjibbe Hoekstra his assessment of the investment implications of the ECB’s recent slashing of interest rates.