Fund Manager Sentiment
Lure of European equity among selectors down before selloff
European equities already recorded the largest negative shift in sentiment, along with commodities, by pan-European fund selectors even before the sharp selloff experienced in the markets this week, according to Expert Investor research.
Japanese equity appeal rises 10% among fund selectors
Japanese equities had the largest positive shift in net sentiment across pan-European fund selectors during the last quarter, according to Expert Investor research.
Click through the slides below to find out more about the views of the industry toward Japanese equities.
Opportunities for US equities despite negative sentiment
The top European US equity funds returned between 15.14% to 25.63% over the sector average since US president Donald Trump took office in 2017, according to FE Analytics. But negative sentiment is leading many fund selectors to pull out the asset class.
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.
Nordic fund selectors look to Asia, GEM over European equities
Demand for European equities is the lowest from Nordic fund selectors as they turn their interest towards Asia and emerging markets, according to Expert Investor.
Tech revolution the cure for falling return forecasts?
Long-term (beta) returns continue to trend downwards as the equity bull market keeps going, but the tech revolution offers a glimmer of hope for investors, according to JP Morgan AM.