The track record starting point
What's the place of a fund's track record in the fund selection process?
Author: Tjibbe Hoekstra
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Julius Bär research finds increasing wealth gap
While European net wealth exceeded its pre-crisis peak in 2013, reaching a new all-time high of 56trn, concentration of wealth across Europe has risen significantly.
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Are high yield and EMD fates diverging
Since summer last year, the correlation between high yield and emerging market bonds has reversed.
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Has the high yield exodus begun
European investors pulled out a net 5bn from USD corporate high yield funds alone in July.
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Corporate bonds suddenly return to favour
European investors have suddenly started to pour in money into corporate bonds in June, while net inflows into high yield bond funds collapsed.
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EM debt the lesser evil for European
Appetite for EM debt is returning after an exodus last year that was sparked by the start of Fed-tapering talk.
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european millionaires increase investments in alt
Europe’s high net worth individuals have increased their weighting to alternative investments by almost 50% over the course of the past year, according to research by Capgemini.
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Massive boost for long short equity funds
According to Morningstar data, European investors have increased their weighting to long-short European equities significantly.