With most global fixed income markets priced for perfection, investors are flocking to the one yield hold-out left: emerging market debt. But are investors really being compensated for the risk?
The nine-year bull market is going into extra time now, thinks Robeco. A real possibility is that the match will end in a sudden death, by a major world leader’s own goal. And that’s someone who’s fonder of football than Donald Trump.
Investors have been hiking their allocations to risky assets since Donald Trump was elected US president exactly a year ago. But has Trump had any role in driving these flows?
Fund selectors applaud the “courageous” step by Fidelity to introduce performance-related management fees across all its funds by next year. But will the move really improve long-term performance after fees, and is the new model sustainable with most active funds failing to beat their benchmark?
Bitcoins have attracted a tremendous amount of noise this year and are now firmly in the mainstream. But are cryptocurrencies a passing fad? Or should investors be paying attention?
In an earlier article, we looked at the lessons fund managers had learnt from their mistakes. But fund selectors also need to break eggs to make a good cake. Take a look at the mistakes they made and maybe you can learn from them too.
The ECB will cut the size of its monthly asset purchases in half from January next year, ECB-president Mario Draghi announced on Thursday. Bond and equity markets as well as the euro hardly responded to the announcement.
Asset managers expect a hawkish move by Mario Draghi at the European Central Bank’s (ECB) board meeting today.
The European Securities and Markets Authority (Esma) is turning up the heat on asset managers, highlighting the impact of fund charges on returns in a fresh report. Fund fees wipe out an average 20% of gross returns, according to the regulator.
European investors use ETFs much more frequently to take tactical exposures than investors in other parts of the world, according to a poll by risk.net.