Investors are favouring multi-alternative funds in the selections for their alternatives allocations, despite evidence they are more correlated with other asset classes, according to Natixis Global Asset Management.
The past week has been one of stark contrasts for the two sides of the ‘special relationship’ in economic terms.
A slowdown in China is to be expected, but not a hard landing, meaning expectations on European equities are now too pessimistic, according to BlackRock’s Nigel Bolton.
The late 1950s and early 1960s heralded a golden age of food retail in Europe. Spearheaded by companies such as Sainsbury’s and Tesco in the UK and Carrefour in France, the large self-service store concept changed grocery shopping.
BMO Global Asset Management has launched its first exchange-traded funds in Europe.
Fund Selector Asia compares two Japanese equity funds.
Fund manager sentiment towards US equities had been negative for much of this year, with most asset management companies expecting a negative return over the next 12 months.
The pressure to preserve world growth is moving from emerging to advanced economies, said Neil Williams, group chief economist at Hermes Investment Management.
The case for investing in India has been well made recently, but warnings on the risks have been scarce.
JP Morgan Asset Management is rolling out a new US long-short equities fund managed by Rick I. Singh.
The European refugee crisis could cause a rise in market volatility, said Frédérique Carrier, director of European equities at RBC Wealth Management.
Barings’ Multi Asset Group has upgraded equities to “preferred”, amid encouraging signs of US growth.
