Asia’s fund selectors like slumping Chinese equities
In the next 12 months, allocations to China equity funds will be up while US and European equity exposure will decrease, according to data
European fund flows plunge in June as investors shun risk
Japanese and European equity funds lead sell-off as investors avoid riskier assets, although US equity funds buck the trend
Selectors missed US equities opportunity amid volatility
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.
Iberian fund selectors’ view on US equities improves
Portuguese and Spanish fund selectors like European equities and emerging market debt, have improved their outlook on US stocks but are neutral towards Japanese equities, according to Last Word Research.
Five ways to integrate ESG into investments
The days of treating ESG and sustainability matters as “extra curricular” are numbered and will be the differentiator for investments in the future, according to Legg Mason affiliates. Click through the slides below to find out five ways to integrate ESG into investments.
EM fund tops tech sector after Facebook privacy blunder
After news of Facebook’s privacy blunder broke last month, all European-domiciled technology focused funds have seen returns fall although two which focus on emerging market tech firms have bucked the trend, according to FE Analytics.
US equity large cap funds preferred but small caps edge ahead
Strong gains in US equity markets over the past year have encouraged investors to target the asset class in 2018, but while most prefer large cap funds it’s the small caps that have generated the better returns.