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ANALYSIS: Brexit one year on

ANALYSIS: Brexit one year on

It has now been exactly 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?

Frontier markets – is it still an asset class?

Frontier markets – is it still an asset class?...

With a string of countries having been promoted from frontier markets to emerging market status by index provider MSCI in recent years, investors need to ask themselves the question: are frontier markets still a viable asset class? And if they aren’t, is that actually a problem?

Published : 19, Jun 2017
The passive attack & the revenge of active managers

The passive attack & the revenge of active managers...

The rise of the passives looks unstoppable. Since 2008, assets in exchange-traded funds have increased from $772bn (€685bn) to almost $4trn, according to BlackRock. But this doesn’t mean active managers are cornered.

Published : 12, Jun 2017
Is dollar weakness set to reverse?

Is dollar weakness set to reverse?

This year's dollar weakness took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.

Published : 7, Jun 2017
Investors buy into low-vol success story

Investors buy into low-vol success story

Low-volatility funds have been in great demand over the past few years, with investors continuing to pour in money while pulling out of other equity funds, according to a Morningstar study. Considering the long-term performance of low-vol strategies, that is hardly a surprise.

Published : 25, May 2017
ANALYSIS: Why SRI trackers have outperformed

ANALYSIS: Why SRI trackers have outperformed

Some sustainable index trackers have outperformed their plain vanilla peers since they were established a few years ago, while others haven't.

Published : 23, May 2017
ANALYSIS: EM outperformance – will the consensus hold?

ANALYSIS: EM outperformance – will the consensus...

There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?

ANALYSIS: Is passive beating active at its own corporate governance game?

ANALYSIS: Is passive beating active at its own...

It is no secret the average active fund manager struggles to outperform consistently. Corporate governance is an obvious area where active managers can still prove their value.

Published : 11, May 2017
ANALYSIS: Is it too late to buy into the EM rally?

ANALYSIS: Is it too late to buy into the EM rally?...

Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows. An acceleration in global growth and the absence of immediate macro concerns seem to underpin the current rally, but there are some obvious elephants in the room.

OTHER STORIES FROM LAST WORD...