Bfinance report: Investors increase their appetite for risk assets in Q3
Investor interest in equities increased by 7% over the quarter
Developed Markets
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Will a taper tantrum hit emerging markets?
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?
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CFA: Corporate bonds still perceived as overvalued
Investors have viewed corporate bonds as overvalued for the past five quarters, data has found.
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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.
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PIMCO targets global equity markets with four-strong fund suite
PIMCO has expanded its global equity offering, teaming up with investment solutions provider Research Affiliates on the launch of a four-strong fund suite.
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Wealth managers derisking on fear of correction
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?
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EM recoupling How to play it
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.
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Identifying the risks is half the battle
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.
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Is it time to re-draw the EM categories
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.
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Korea Taiwan no longer in running MSCI
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.
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Tides turning for EM and DM worlds
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.
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Billions flow to developed equity funds
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).