27% of European fund managers will be overweight in sector over the next 12 months, according to BofA
Tag: Sentiment
Which countries have the most pessimistic fund selectors?
We look at outlook of European fund selectors. Which countries have the bleakest outlook and which assets are they shunning?
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
Infrastructure assets in favour despite sell-off
Infrastructure funds have seen outflows for the first time in a decade but this has not discouraged pan-European fund selectors who are big fans of the asset class, according to Last Word Research.
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.
European selectors warming to US equities
Pan-European fund selector sentiment towards US equities has moved up into the low to neutral territory from a negative position according to latest Last Word Research.
Russia begins to embrace global ESG trend
Oil and gas companies dominate the Russian economy, but investor efforts to encourage better corporate governance are beginning to yield results.
Selectors cool on China despite buoyant returns
The risk of a trade war between China and the US has fuelled investor uncertainty. One fund selector has dropped their only China equity focused fund while another portfolio manager has reduced his China allocation.
Italy least popular European market
Italy has replaced the UK as the least popular market in Europe for fund managers, according to Bank of America Merrill Lynch (BofAML).
Commodities poised to finally join the bull market
After a torrid nine years of losing investors money in a raging bull market, commodities could finally start to see a change in fortune.
