Susanne Bolin Gärtner comments on trends
Susanne Bolin Gärtner is head of Fund Selection at Folksam in Stockholm, and a member of InvestmentEurope’s Editorial Board.
In December 2015 she commented on the following question:
Q.“What trends do you see in the funds market currently?”
A. I see a lot of focus on sustainability within fund companies and the process of fund management rather than specific SRI funds. Funds have to be more open and transparent with their investments due to Solvency II, but also be prepared to defend holding controversial investments.
Looking at EM I believe in India as a market maybe more than China for the coming year. Continued low energy prices will benefit India.
Looking at fixed income I see more unconstrained strategies. Liquidity is of course a main issue. EMD blend is becoming more interesting and also taking more risk into the portfolio. We see a tendency of focus on mixed balanced funds, and are still looking for the multi-asset solution packaged in a fund with different risk levels.
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