While virtually all American investors have an allocation to standard index-trackers, only one in five are invested in smart beta funds. In Europe, this percentage is twice as high, and among large institutional investors with more than $10bn in assets under management, more than two thirds use smart beta products. These large institutional managers use […]
Tag: Asset Allocation
Risk-parity creates risks of its own kind, say fund managers at Expert Investor Monaco
“Huge amounts of money have been flowing into multi-asset and risk-parity funds,” said Fred Ingham, head of international hedge fund investments for Neuberger Berman, who was one of the speakers at Expert Investor Europe’s first ever event in Monaco. “Kind of all that money is predicated on similar volatility assumptions about correlations within and across […]
Dutch fund selectors overwhelmingly overweight Europe
Some 41% of interviewees told us they will (further) increase their allocation to European equities. This is similar to last September, but with the important difference that all fund buyers we met have increased their allocation to European equities in the meantime. So those who will decrease their allocation will do that from an overweight […]
High yield fund flows emerge from the ground
The spike in net inflows coincides with renewed appetite among fund selectors for the asset class.The share of fund buyers telling us they will increase allocation to high yield bonds in the next 12 months almost doubled from 12% in December to 23% in late March. There seem to be several reasons for the uptick in interest. […]
Spanish fund buyers move up risk ladder in search for yield
Appetite for high yield bonds is at its strongest for almost three years: some 40% of the fund selectors our researcher met on his trip to Madrid earlier this spring will up their exposure while only 10% are going to sell. The comeback of high yield is all the remarkable considering appetite was at an […]
belgian fund selectors back european equities
Belgian fund selectors continued to demonstrate a preference for equities over bonds in developed and emerging markets, according to the latest Expert Investor Europe Sentiment survey for the country.
