Lack of commissions to extend 2017’s ETP rebound in Europe
Flows into European equity exchange traded products (ETP) rebounded in 2017, after an annus horribilis in 2016, and the trend is set to continue thanks to MiFID II’s transparency requirements in 2018, according to reports.
Use non-mainstream assets when conventional ones don’t cut it
When deciding on an investment strategy the temptation may be to follow the herd where there is safety in numbers, but sometimes it’s better to take the road less travelled.
Performance-linked fees work best for fixed income funds
Fidelity International’s move to change its charging structure to a performance-linked fee has been welcomed but is seen as a risky move which may not be sustainable, according to fund selectors around Europe.
Fund selectors who don’t create ESG portfolios to lose clients
When it comes to investors demanding ESG, the speed of change may vary based on the type of investor and the country in which they live, but the direction of travel will not: the future will not be about offering a few ethical or green funds here or there but about moving to a full ESG process across a client’s entire portfolio.
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.
Liquid Alts: what to buy, how to buy and what to pay
Diversification into alternative liquid asset classes, in particular unconstrained bonds and long/short equities, have had a great year.
Global credit markets show signs of complacency
Maintaining flexible, long/short exposures across the credit markets, and limiting duration risk is the best way forward investors in today’s challenging fixed income markets, says Charmaine Chin, managing director and head of credit, relative value and event-driven strategies at K2 Advisors, part of Franklin Templeton Investments, in the article below.
The power of reading: do the in-depth research and you can add value, says Trium’s Randeep Grewal
Randeep Grewal, manager of the Trium Opportunistic Equity fund about his investment process.