Thomas Romig, head of multi-asset management at Union Investment in Frankfurt, has become more skeptical about return prospects for high yield.
Fund selector appetite for European and US equities has recently decreased sharply, the latest EIE survey data show.
Emerging markets equities are now the most popular asset class among fund selectors across Europe.
The Swedes are Europe’s only fund selectors who prefer small caps within EM equities
Is the MSCI Emerging Markets Index in need of a shake-up?
MSCI’s recent decision to remove South Korea and Taiwan from its review list and exclude China’s A-shares from its EM index raises a few questions about how we should be thinking about emerging markets.
Belgian fund selectors are planning a massive return to emerging market equities. Some 60% plan to step up allocation.
European investors have significantly increased their investments in long-short European equity funds.
At the EIE Iceland event, developed market equity managers all agreed that EM growth is still what investors should be chasing
Iceland’s fund selectors are keen to join the EU and to step up their allocation to international equities, but both wishes seem far away dreams.