Profile interviews with leading European fund selectors
China A-shares pick of the litter for European investors
In the year of the dog shares of companies based on the Chinese mainland are set to emerge as leaders of the pack for investors in China as the world’s second largest economy enters the MSCI Emerging Markets Index in May. But European investors have already begun to move.
Popularity of absolute return strategies could signal further volatility
Across Europe absolute return strategies are the asset class most fund selectors wanted to buy even before the recent rise in volatility in bond and equity markets, although the Dutch are not particularly keen on the strategy.
What fortune will the Year of the Dog bring China?
February 16 marks the Chinese New Year, with 2018 welcoming the Year of the Dog. However, while the dog is associated with honesty, faithfulness, and a strong sense of responsibility in the Chinese zodiac, investors will be hoping for a repeat of 2017 – the Year of the Rooster – which saw the MSCI China Index return nearly 55%.
Can FAANGs keep momentum despite mixed results?
Last week’s highly anticipated release of the FAANG quarterly updates (minus the N) surprisingly ended up being somewhat of a mixed bag, but what can we read from the setbacks and successes of some of the world’s biggest tech giants?
What does ECB tapering mean for eurozone bonds?
The European Central Bank (ECB) has begun to unwind quantitative easing, reducing its bond purchases to €30bn a month from €60bn last year. The situation will be reviewed again at the end of September, with some predicting it will swiftly move to zero.
Fintech opportunities are more than blockchain
Artificial intelligence, blockchain and big data create a lot of buzz among fund buyers, but many fintech opportunities lie in old technologies, such as banks’ core systems that are in desperate need of updating, argues Partick Lemmens, senior portfolio manager at Robeco.
Is now the right time to head to frontier markets?
After several tough years, things have been looking more positive for investors in emerging markets over the last couple of years, with the region outperforming its developed market peers in both 2016 and 2017.
Mifid II may lead to more fund price differentiation
Europe’s new Mifid II regulations will kill the mistaken notion that all funds cost the same, according to the chief executive of platform operator Nucleus, David Ferguson.