BlackRock goes overweight EM
BlackRock has joined the ongoing shift into emerging markets by upgrading the asset class to overweight in its asset allocation outlook.
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EM equities see rapid rise in retail flows
Retail investment platform Rplan saw a big increase in flows into emerging market funds over the last three months, with the notable exception of China-only investments.
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European equities ready for a resurgence?
Despite the prevailing negative market sentiment towards the continent, expensive US equities and an accelerating Eurozone economy are making European equities more attractive, investment analysts have said.
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UBS AM sees $3.5trn flowing into China fixed income
The firm has ambitious plans to target on and offshore investors in China and sees the asset pool in the mainland growing signficantly, said Rene Buehlmann, head of Asia Pacific and group managing director for UBS Asset Management.
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Fund fees decrease across Europe – Morningstar
The average net expense ratios of European-domiciled funds have come down across the board since 2013, according to a study by Morningstar.
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European equity funds in record sell-off
European equity funds experienced their largest ever monthly net outflows in July, beating the previous record set in January 2008.
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Miton’s Jane backs US and emerging equities in inflationary scenario
If the lower for longer period of global growth and interest rates does come to an end, David Jane, manager of Miton’s multi-asset range, said he would have to restructure roughly half of his portfolio.
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Challenges mount for multi-asset managers
The BNP Paribas multi-asset team tactic, in the current febrile environment, is to tread carefully in its search for alpha and let the fallout from Brexit, modest global growth and doubts over monetary policy play out.
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Confidence climbing as UK equities and property rebound – Lloyds
Data produced by Lloyds Bank revealed appetite for investing has rebounded strongly from its Brexit-triggered July lows, with investors warming once again toward risk assets.
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PA ANALYSIS: Emerging market equities: as compelling as it seems?
In August 2015, emerging market equities were in the midst of the most serious market correction since 2008. A year on, investors are more bullish than ever about the asset class. Is this radical change of mood justified?
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Rothschild seeks shelter in absolute return and gold
RIT Capital Partners has increased its allocation to absolute return and credit assets by 8% and pulled back from quoted equities and sterling to navigate choppy “uncharted waters” post-Brexit.
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Global equities and bonds increasingly seen as overvalued, CFA survey reveals
Growing uncertainty in developed markets and a flight to safe haven assets post-Brexit have skewed valuations, according to an increasing number of industry professionals polled by the CFA Society of the UK.