Why European investor performance trailed the US and Latam
The depreciation of the US dollar led to European investors lagging behind their US and Latin American counterparts in terms of performance in 2017 despite making the right call about being overweight European equities, according to Natixis Investment Managers.
Click through the gallery to find out what asset allocation looked like for European, US, and Latin American investors in 2017.
Who are the least and most prepared for a market correction?
With the global selloff shaking markets over the past week, Expert Investor data suggests that it was the Spanish and the Italians that might be the least prepared for a potential market correction, and the Danish could be the most ready.
European fund demand for equities expected to peak in 2018
European asset managers’ appetite for equities is at its highest since March 2015 with the majority of fund managers responding to Bank of America Merrill Lynch’s latest fund manager survey reporting an overweight allocation despite seeing the asset class as expensive.
Italy seen attractive for 2018 despite election worries
While Italy faces election and non-performing loan (NPL) challenges, Aviva Investors believe that its market is looking attractive for investors in 2018 but fund selectors warn the country should not be a core part of a global portfolio.
OPINION: The case for Italian government bonds
Political risk in Italy is currently overstated, and government finances are better than markets appreciate. Investors have all the reason to be overweight Italian government bonds, argues David Zahn, head of European fixed income at Franklin Templeton Fixed Income Group.
Italian investors regain confidence in absolute return
Most absolute return funds have failed to live up to expectations in recent years. As a consequence, their popularity with Italy’s fund selectors declined somewhat. But Italians’ love for absolute return has flared up once again, for obvious reasons.