We look at outlook of European fund selectors. Which countries have the bleakest outlook and which assets are they shunning?
Tag: Last Word Research
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
Global fund selector EM demand weakens further
Sentiment towards emerging market equities among fund selectors across Asia has declined significantly following similar slump among European selectors, according to Last Word data.
Emerging markets demand slumps to three-year low
Global emerging market (GEM) equities have been one of the most popular asset classes among pan-European fund selectors since Q3 2015 – but demand dropped dramatically during Q2 2018.
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.
Fund selectors still keen on EM debt despite sell-off
Emerging market fundamentals remain robust in the opinion of many European fund buyers who say a market correction has increased the appeal of the asset class, according to Last Word Research.
Iberian fund selectors’ view on US equities improves
Portuguese and Spanish fund selectors like European equities and emerging market debt, have improved their outlook on US stocks but are neutral towards Japanese equities, according to Last Word Research.
Finns and Swedes’ small cap preference reaps rewards
European small cap growth funds have outperformed rival fund categories over the last three years, and Finnish and Swedish fund selectors have led the pack in cashing in.