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Economics of ESG investing driving demand in Europe

Economics of ESG investing driving demand in Europe...

A growing number of institutional investors in Europe are embedding ESG analysis in their investment processes in response to regulatory pressure, consumer demand and a rising appetite for new sources of investment signals.

Published : 10, Aug 2017
ANALYSIS: Are we heading for a repeat of 2008?

ANALYSIS: Are we heading for a repeat of 2008?...

You often hear the old adage "it’s different this time", but 10 years on from the start of the global financial crisis, are we actually at risk of repeating the same mistakes?

ANALYSIS: Sailing the macro winds in Japanese equities

ANALYSIS: Sailing the macro winds in Japanese...

Net inflows into Japanese equity funds by European investors have picked up recently, as the current macro environment looks conducive to Japanese equities. Asset managers are also becoming increasingly bullish on the asset class.

Published : 1, Aug 2017
Global asset allocation strategies are 'no silver bullet'

Global asset allocation strategies are 'no silver...

While it’s no secret that passive, low-cost products are relentlessly increasing their market share, investors’ hunt for yield has also buoyed sentiment towards flexible and unconstrained mandates, according to Morningstar.

Published : 1, Aug 2017
OPINION: The case for Italian government bonds

OPINION: The case for Italian government bonds...

Political risk in Italy is currently overstated, and government finances are better than markets appreciate. Investors have all the reason to be overweight Italian government bonds, argues David Zahn, head of European fixed income at Franklin Templeton Fixed Income Group.

Published : 28, Jul 2017
ANALYSIS: Are performance fees a fair deal?

ANALYSIS: Are performance fees a fair deal?

Performance fees are often seen as a necessary evil. But the unambitious hurdle rates most funds employ mean fund managers also get rewarded for underwhelming performance. Is that fair?

Published : 14, Jul 2017
How should investors respond to ECB tapering?

How should investors respond to ECB tapering?

The improving economic outlook in the euro area has prompted the European Central Bank to consider reining in its monetary stimulus. How should investors respond to the prospect of monetary tightening in Europe?

Recession risk is on the rise – the key factors to watch

Recession risk is on the rise – the key factors...

While markets could remain complacent and expensive for some time to come, recession risk is rising, says asset manager Robeco. Fidelity is also increasingly cautious, expecting “the longest equity bull market since World War II” to end within 18 months.

Published : 6, Jul 2017
ANALYSIS: Brexit one year on

ANALYSIS: Brexit one year on

It has now been a year since the UK electorate made, as a British fund manager put it recently, “a huge strategic error of the like the country hasn’t experienced in maybe a century” by voting for Brexit.

Published : 23, Jun 2017
Emerging market bond inflows – just starting or topping off?

Emerging market bond inflows – just starting or...

Has the run into emerging market bonds only just started, or have flows already reached saturation point? And what does that mean for the outlook for the asset class?

OTHER STORIES FROM LAST WORD...