The challenge of paying fees for actively managed funds but ending up with little more than index hugging strategies is not a new challenge to the industry, but rising levels of transparency may lead to an ending of this practice. Paying for butter but ending up with margarine is an ongoing challenge to consumers. Ditto, […]
The rising price of oil is not the only commodity-related issue stirring the thoughts of both asset managers and fund selectors. As the price of oil moved above the $50 level recently, there was rightly renewed focus on energy related commodities and companies. For example, there are implications for default risk associated with US energy companies that make up a substantial part of […]
The search for reasonably priced equity and decent fixed income yields is taking investors towards alternatives. Investors gated by hedge funds during the global financial crisis of the noughties may scoff at the idea of alternative investments becoming more attractive relative to traditional assets. However, for those struggling with record low interest rates and yet more quantitative easing – which in Europe threatens to significantly skew […]
Is deflation the key threat to the eurozone? When are interest rates going to rise? When will the ECB launch its widely anticipated purchases of ABS? Selectors and managers have given their views.
For fund selectors based in the eurozone periphery, the pace of recovery takes on significant additional meaning as both local and foreign investors wonder if the improvements seen thus far will stick.
2014 has rapidly turned into the year of geopolitics. Here are some of the key developments.
Although it cannot be said that women necessarily bring better performance to
financial services, additional diversity in the area of selection may produce interesting
Selectors are increasingly being asked to consider the merits of ‘smart beta’ on behalf of their clients, but opinion on its role in providing superior risk adjusted returns is not clear cut.
After a prolonged period of outflows and a drop in investor sentiment, the Spanish asset management industry seems to be undergoing a period of recovery.
The past year has seen a sharp turnaround in attitudes towards property, as the asset class gathers momentum.
Social Responsible Investing (SRI) is gaining ground across the European asset management industry, but Italy’s is still weighted to the retail investor.
As investors continue to question the great rotation from fixed income to equity, and ponder emerging markets developments, it may be time for allocators to consider convertible and catastrophe bonds.