Global emerging market (GEM) equities have been one of the most popular asset classes among professional investors across Europe since Q3 2015 – but demand dropped dramatically during Q2 2018.
AJ Bell and Seneca are among investment managers shedding bonds as rate hikes loom, but others are concerned alternative assets present new sources of risk.
Asset management groups have come under fire for being too London-centric when organising events and failing to think of advisers and wealth managers in other regions of the UK.
Facebook, Amazon and Apple have been shunned by fund managers using an environmental, social and governance approach to investing, although Google parent Alphabet still gets a pass.
Jupiter and Schroders are forecast to report more outflows in Q2 as many retail giants struggle to retain assets.
With interest rate rises looming, duration concerns are now becoming more tangible and many commentators are wondering if a bond mis-selling scandal awaits low-risk portfolios full of bonds.
Sentiment towards US equities has turned from negative to neutral among European fund selectors for the first time since Donald Trump won the presidential election in November 2016, according to Last Word Research.
The size of a client’s wealth is important in helping advisers decide which investment strategies to use, but it is not the only factor to consider.
Long duration funds outperformed in the second quarter of 2018, despite investors’ ongoing concerns around interest rates.
Intermediaries are being urged to focus on total returns as the low-yield environment pushes income portfolios into higher risk categories.
The Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.
Pimco’s fixed income funds attracted more than double the inflows of rivals over the last decade despite significant outflows after Bill Gross’ departure.
