Investor confidence in EM value drops as gold climbs
Confidence in emerging markets (EM) has declined but investors’ faith in gold has increased, according to the CFA’s latest Valuation Index.
Investec’s Hutchins: ‘We live and die by our long-term performance’
Born into a family of professional tennis players, Blake Hutchins has chosen to channel his competitive edge into fund management, and despite being relatively new to the job, he is already promising to be a smash.
Craving for ETFs boosts European appetite for equity funds
European investors increased their risk appetite in 2017, recording high inflows into pure equity funds compared with outflows in the previous year, helped by a big rush into passive equity funds, according to a Thompson Reuters Lipper report.
Japanese equity appeal rises 10% among fund selectors
Japanese equities had the largest positive shift in net sentiment across pan-European fund selectors during the last quarter, according to research from Portfolio Adviser’s sister publication, Expert Investor.
Click through the slides below to find out more about the views of the industry toward Japanese equities.
Neptune: Stocks ‘less risky’ than bonds in the long term
Pensioners who believe the popular opinion that stocks are riskier than bonds overall risk “under-funding their retirement”, James Dowey, Neptune’s CIO and chief economist, has warned.
Jupiter’s Pidcock bulks up liquidity and slashes stocks
Jupiter’s Jason Pidcock has begun 2018 in a more defensive frame of mind and has been bulking up the liquidity of his Asian Income fund in case of a “mini-credit crunch”.
Nordic fund selectors look to Asia, GEM over European equities
Demand for European equities is the lowest from Nordic fund selectors as they turn their interest towards Asia and emerging markets, according to Expert Investor.
The seven best value buys in 2018
Predicting higher volatility and lower asset class correlation this year, Canaccord Genuity Wealth Management’s Simon McGarry believes there will be plenty of “canny investment opportunities” He shares his seven best value stock buys with Portfolio Adviser.