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.
Why European investor performance trailed the US and Latam
The depreciation of the US dollar led to European investors lagging behind their US and Latin American counterparts in terms of performance in 2017 despite making the right call about being overweight European equities, according to Natixis Investment Managers.
Click through the gallery to find out what asset allocation looked like for European, US, and Latin American investors in 2017.
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.
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.
Profiting from disruption to US equities – Artemis’s Stephanie Sutton
We asked Stephanie Sutton, investment director, US equities at Artemis Investment Management, about her outlook and her process