Campaign group Better Finance has published the names of asset managers running so-called closet trackers: funds that closely hug an index. Some large asset managers are particularly well-represented on the list.
As inflation is rising and interest rates seem to have bottomed, investors are reducing the duration of their bond portfolios. But is duration risk really a factor in all fixed income asset classes?
European investors who are looking to increase their exposure to US equities are often looking to do so from a safe haven perspective. But they would do well staying clear of quality companies, unless they believe a recession is imminent.
Regulation is moving at such a fast pace that within five years all financial services markets around the world will ban commission and implement an RDR-like regime, Jasper Berens, head of UK funds at JP Morgan Asset Management has predicted.
European investors have been dismissing US equities as too expensive for a couple of years. But as the S&P 500 continues to outperform other equity markets, appetite for the asset class is again on the rise.
The outlook for emerging markets is becoming more stable as falls in currency, oil and other commodity prices – added to a soft landing for China – continue to ease, argues Tai Hui, chief market strategist Asia at JP Morgan Asset Management.
JP Morgan Asset Management’s head of European funds Massimo Greco shares his insights on fees, Mifid II and the importance of stability in Europe.
JP Morgan AM today launched a Ucits fund of hedge funds which is run on a managed account basis by seven different hedge fund managers. While the JP Morgan Multi-Manager Alternatives Fund is Ucits-compliant, some of the strategies it uses are not.
Benchmark 10-year bond yields in the Eurozone have more than doubled since the end of April, when they reached an all-time low. Are we now simply witnessing a correction after markets overshot in the wake of the ECB’s bond-buying programme, or is this the beginning of a serious bond bear market as deflation worries have…
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?
While this decompression will have been welcomed by investors looking to buy into the market, it was the opposite for those at the long end of the curve, with10-year bond holders losing around 5% of their capital. Though the price shift made the headlines, rather than coming as a great surprise it has merely served…
EIE’s editor Dylan Emery invited four of the most senior fund distributors in Europe to discuss industry trends. The conversation revealed that absolute return does not only top fund selectors’ buy lists. It also dominates the agenda of asset management companies.
