It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Each time, the eventual answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
Tag: Tristan Delaunay
Investors switch from active to ETFs in government bonds
ETFs have been very quickly establishing themselves as the preferred investment vehicle for government bond investors over the past few months, an analysis of Morningstar fund flows data shows.
You can hedge but not hide
The devaluation of the euro is regarded by many as a one-way street: if the US is a guide, then Europe’s QE 1 will be followed by QE 2 and QE 3 and if history is a guide, the devaluation may go on for many more months. So what should we do to prepare?
Frontier markets rough ride
Volatility in frontier market equities has been quite extreme over the past couple of months, but to what extent has this turbulence affected investor sentiment?
viewpoint end of QE
With QE over in the US and interest rate rises on the horizon, we asked the EIE editorial panel how investors should protect themselves.
Fund selectors look at absolute return
European fund buyers are increasingly looking for refuge as both bond and equity prices have started to look suspiciously high.
Absolute return caution advised
Despite the popularity of the asset class, not many absolute return funds have been able to live up to expectations.
Feast on the east
Investors’ appetite for emerging market corporate bonds has been insatiable in recent years. But is it time to take a more restrained approach to the asset class before indigestion sets in? By Will Jackson
the uncertain future
Expert Investor Europe brought together six decision-makers to discuss the issues facing professional fund selectors
Tristan Delaunay – Charting his own course
Investing in individual managers and giving them total freedom to add alpha is Tristan Delaunay’s firm belief.