Luxembourg selectors look to GEM and Asia equities
As buying sentiment towards GEM and Asian equities trends lower, Luxembourg selectors take the opposite view
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As buying sentiment towards GEM and Asian equities trends lower, Luxembourg selectors take the opposite view
Most investment into Japan goes into the more famous names but local companies are undergoing the real revival
The risk of a trade war between China and the US has fuelled investor uncertainty. One fund selector has dropped their only China equity focused fund while another portfolio manager has reduced his China allocation.
European fund selectors have been overwhelmingly bullish on absolute return strategy funds as a response to market volatility – but they could have made more returns if they took the risky option of US equities.
Japanese equity funds have lost their appeal to Nordic fund selectors because of concerns about the depreciating yen.
Government policies have boosted appeal of Indian equities and huge country’s interdependence from global trade risks make it attractive long-term bet, according to Blackrock.
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
Fund managers remain bullish on Japan’s corporate earnings growth as stagnant inflation seems highly unlikely to spur its central bank into unwinding quantitative easing for at least another two years.
State-owned China Post Global has applied to launch a China A-shares ETF in Europe, adding to its Market Access range of ETFs on the continent, said the firm’s London-based managing director Danny Dolan.
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While Danish fund selectors are renowned for being some of the most optimistic in Europe in responding to Expert Investor’s research, their latest sentiment on equities are systematically less positive compared with the European average.