It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Each time, the eventual answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
Tag: Athymis Gestion
Investors switch from active to ETFs in government bonds
ETFs have been very quickly establishing themselves as the preferred investment vehicle for government bond investors over the past few months, an analysis of Morningstar fund flows data shows.
Fund buyers take refuge as Grexit edges closer
As Greece is heading for a default, which would significantly increase the possibility for the country to be forced out of the eurozone, markets have plummeted. This is not at all surprising, considering Europe’s fund buyers have consistently been telling us they will decrease their allocations to both bonds and equities if a Grexit appears likely.
Feast on the east
Investors’ appetite for emerging market corporate bonds has been insatiable in recent years. But is it time to take a more restrained approach to the asset class before indigestion sets in? By Will Jackson
the uncertain future
Expert Investor Europe brought together six decision-makers to discuss the issues facing professional fund selectors
Tristan Delaunay – Charting his own course
Investing in individual managers and giving them total freedom to add alpha is Tristan Delaunay’s firm belief.