Author: Tjibbe Hoekstra

  • PA ANALYSIS: Is it time to consider sustainable ETFs?

    PA ANALYSIS: Is it time to consider sustainable ETFs?

    Passive investing has made a rapid rise over the past couple of years. When it comes to sustainable investing, however, index-based funds are still relative newcomers.

  • Esma gives AIF passport opinion for 12 non-EU jurisdictions

    Esma gives AIF passport opinion for 12 non-EU jurisdictions

    The European Securities and Markets Authority has published its advice on 12 jurisdictions seeking passporting rights for alternative investment funds (AIFs) giving seven a clear go-ahead with five others getting a qualified approval.

  • PA ANALYSIS: Millennials – it’s not a generation, it’s a way of life

    PA ANALYSIS: Millennials – it’s not a generation, it’s a way of life

    No doubt you have recently come across articles that mention the words ‘millennials’ and ‘investing’ in the same breath. But unlike many asset managers want you to believe, millennials are not just another generation such as the babyboomers.

  • Why are high-yield bonds so volatile?

    Why are high-yield bonds so volatile?

    High-yield bond volatility has increased markedly over the past two years, which is partly a reflection of mounting macroeconomic uncertainty. But the unprecedented pace at which money is flowing in and out of the asset class suggests there is something more to it.

  • Asset managers at different stages of Brexit readiness

    Asset managers at different stages of Brexit readiness

    If the UK leaves the European single market following the Brexit vote, UK-based companies risk losing their financial passporting rights.

  • Multi-strategy funds limit post-Brexit losses

    Multi-strategy funds limit post-Brexit losses

    The three largest multi-strategy funds for sale in Europe have fared better than most other absolute return funds since the UK’s shock vote to leave the EU. However, the Standard Life GARS fund continues to underperform its peers on a longer-term basis.

  • GAM makes UK acquisition in defiance of Brexit worries

    GAM makes UK acquisition in defiance of Brexit worries

    GAM, the acquisitive Swiss asset manager, has made another move. It announced today it bought the UK-based multi-strategy systematic manager Cantab Capital Partners for $217m (€195m).

  • European investors wait for Brexit-storm to calm down

    European investors wait for Brexit-storm to calm down

    European investors are sitting on large cash piles, and are waiting for volatility to ease a bit before hunting for opportunities.

  • Large Remain bets wrong-footed bookies and investors

    Large Remain bets wrong-footed bookies and investors

    Last week Portfolio Adviser suggested that the bookmakers’ odds strongly favouring a British vote to stay in the EU were not as reliable as many fund managers thought. And right we were…

  • Institutional investors hedge against Brexit

    Institutional investors hedge against Brexit

    Not only wholesale investors have reduced risk in the run-up to today’s Brexit referendum. Institutional investors, who are supposed to take more long-term views, have also moved to protect their portfolios.

  • Investors take refuge in the dollar

    Investors take refuge in the dollar

    European investors hoarded cash in May. As Brexit-induced uncertainty dominated markets, they poured a net €14bn into USD money market funds, according to Lipper fund flows data.

  • PA ANALYSIS: Are Brexit betting odds actually reliable?

    PA ANALYSIS: Are Brexit betting odds actually reliable?

    Betting odds have emerged as a coveted predictor of the outcome of the UK’s EU referendum. But are they actually as reliable as some fund managers suggest?