Selectors retain faith in absolute return despite losses
Appetite for absolute return strategies still high despite underperformance but Gam fiasco may test investors’ patience
Fund selectors slash unconstrained bond allocation
Inflows into unconstrained bonds plummet amid concerns about illiquidity in asset class as Swiss asset manager Gam freezes fund
Most selectors willing to take performance hit for ESG
More than two thirds of European fund selectors are willing to suffer one year or more of underperformance in an environmental, social, and governance (ESG) strategy, according to our research.
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.
Selectors prefer growth GEM funds but value performs better
European fund selectors expressed a preference towards growth emerging market funds over value during the last six months. However, Europe’s top performing funds allocated a greater weighting towards value stocks during the period.