Bfinance report: Investors increase their appetite for risk assets in Q3
Investor interest in equities increased by 7% over the quarter
Investor interest in equities increased by 7% over the quarter
Emerging market debt has been attracting robust inflows but as the US dollar strengthens, monetary policy tightens and volatility rises can the asset class retain its appeal?
Investors have viewed corporate bonds as overvalued for the past five quarters, data has found.
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.
PIMCO has expanded its global equity offering, teaming up with investment solutions provider Research Affiliates on the launch of a four-strong fund suite.
Its a mantra weve all become accustomed to: equity valuations are not cheap, but nor are they excessively expensive. But are we just setting ourselves up for a fall?
George Iwanicki, Global Macro Strategist, Emerging Market Equities, J.P. Morgan Asset Management looks at the recoupling of select emerging markets and the developed world.
According to John Redwood, while there is plenty to worry about, there is as yet no one dominant fear to bring the markets crashing down.
MSCIs recent decision to remove South Korea and Taiwan from its review list and exclude Chinas A-shares from its EM index raises a few questions about how we should be thinking about emerging markets.
According to MSCI the two countries have been removed from the review list for reclassification as developed markets because of an absence of progress on outstanding areas of concern.
At a time when emerging markets appear to be losing their two pillars of support – QE being withdrawn and China growth weakening, the US growth picture is also showing signs of cracks.
Year to date some $153bn has gone into developed market funds while $1.4bn has come out of emerging market portfolios globally, according to global fund flow data from BofA Merrill Lynch (BofAML).