Quants buoyed by rise of data science
Quant investing had a torrid first half to the year but the demand for systematic strategies, buoyed by the growth of ‘data science’, appears to be on the up.
Analysis
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Yarrow lures flows from Woodford with defensive fund
Almost a year since Jupiter Merlin and Architas swapped Neil Woodford for Hugh Yarrow the elder star fund manager has seen near continuous outflows, while his younger rival has enjoyed inflows to his more defensive fund.
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FCA overestimates platform leverage with fund houses
The Financial Conduct Authority has failed to recognise platforms with whole of market fund offerings lack the negotiating power of their peers who have buy lists or limited fund ranges as it calls on the industry to drive down fund fees on behalf of consumers.
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Emerging markets demand slumps among professional investors
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.
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Risks lurk as DFMs shed bonds for alternatives
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.
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Asset managers fail to look beyond London
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.
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ESG managers shun outperforming Faangs
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.
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Jupiter and Schroders face another grim quarter
Jupiter and Schroders are forecast to report more outflows in Q2 as many retail giants struggle to retain assets.
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Duration raises mis-selling risks in bond-heavy portfolios
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.
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US equities sentiment switches for first time in Trump era
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.
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Advisers dump less wealthy clients into multi-asset
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.
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Duration outperforms despite rate hike concerns
Long duration funds outperformed in the second quarter of 2018, despite investors’ ongoing concerns around interest rates.
