Author: Tjibbe Hoekstra

  • PA ANALYSIS: Why professional investors buy multi-asset funds

    PA ANALYSIS: Why professional investors buy multi-asset funds

    Multi-asset funds have been an investor favourite for years, but why would a professional investor invest in these one-stop shop funds?

  • EM mania spreads to frontier markets

    EM mania spreads to frontier markets

    Frontier market equities saw the largest net inflows for a very long time in June, suggesting the interest in developing economies’ stock markets is broadening.

  • The secret to US equity outperformance

    The secret to US equity outperformance

    Most active US equity funds struggle to ever outperform their benchmark, but this year the secret to outperformance has been surprisingly straightforward.

  • PA ANALYSIS: Sailing the macro winds in Japanese equities

    PA ANALYSIS: Sailing the macro winds in Japanese equities

    Net inflows into Japanese equity funds by European investors have picked up recently, as the current macro environment looks conducive to Japanese equities. Asset managers are also jumping on board with the asset class, but why?

  • Growth funds dominate top-performing European equity league

    Growth funds dominate top-performing European equity league

    With the summer holiday fast approaching, it’s a good time to reflect. We look at which European equity funds have done best so far this year and why.

  • Is 2017 really the year of the active manager?

    Is 2017 really the year of the active manager?

    Within the fund industry, 2017 has been widely heralded as ‘a year for active managers’. This has been underpinned by a strong belief markets would once again focus on fundamentals, after a number of years when central bank policy and geopolitical concerns were driving asset prices. Portfolio Adviser looks at the performance of active managers…

  • PA ANALYSIS: Are performance fees a fair deal?

    PA ANALYSIS: Are performance fees a fair deal?

    Performance fees are often seen as a necessary evil. But the unambitious hurdle rates most funds employ mean fund managers also get rewarded for underwhelming performance. Is that fair?

  • PA ANALYSIS: How should investors respond to ECB tapering?

    PA ANALYSIS: How should investors respond to ECB tapering?

    The improving economic outlook in the euro area has prompted the European Central Bank to consider reining in its monetary stimulus. How should investors respond to the prospect of monetary tightening in Europe?

  • PA ANALYSIS: Brexit one year on

    PA ANALYSIS: Brexit one year on

    It has been exactly a year since the UK electorate voted for Brexit and made what one British fund manager recently termed, “a huge strategic error of the like the country hasn’t experienced in maybe a century”.

  • PA ANALYSIS: Frontier markets – still an asset class?

    PA ANALYSIS: Frontier markets – still an asset class?

    With a string of countries having been promoted to emerging market status by index provider MSCI in recent years, are frontier markets still a viable asset class?

  • ETF assets surpass $4trn milestone

    ETF assets surpass $4trn milestone

    Record inflows in May powered total assets invested in ETFs across the $4trn mark. And Europe is picking up the pace.

  • PA ANALYSIS: Is dollar weakness set to reverse?

    PA ANALYSIS: Is dollar weakness set to reverse?

    The dollar weakness we’ve seen this year took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.