Government reforms and societal shifts have reignited investor confidence after years of economic stagnation
Tag: Sentiment
Fund managers monitor infrastructure policies post US mid-terms
US equities back to being least popular asset class for European fund buyers
Fund buyers dump absolute return in droves
Sentiment towards asset class at all-time low as outflows hit €7bn in September following Gam saga and volatility rise
European selectors shun hedge funds
European fund buyers are turning away from hedge funds amid concerns about developed market bond yields
Value can still be found in frontier market equities
Frontier equities have posted mediocre returns and selectors are reducing their allocations – but a few retain faith
Luxembourg selectors look to GEM and Asia equities
As buying sentiment towards GEM and Asian equities trends lower, Luxembourg selectors take the opposite view
End of QE fears trump Swedish political woes
ECB has ‘no ammunition left’ after QE ends to cushion fallout from the next downturn, a Swedish selector fears
Managers retain faith in EMs despite selector pessimism
Some fund managers maintain robust optimism about emerging markets over the long term despite slump in selector buying intentions
Belgian selectors undeterred by EM debt sell-off
Emerging market debt sentiment has suffered recently due to a few problem countries but opportunities still seen
Selectors retain faith in absolute return despite losses
Appetite for absolute return strategies still high despite underperformance but Gam fiasco may test investors’ patience
