Resolution of the US fiscal cliff and declining levels of fear in relation to the eurozone sovereign debt crisis, have prompted speculation that 2013 could bring a ‘great rotation’ from bonds into equities.
Category: News
Japan kept at arms length
Fund selectors plan to increase their European, US and emerging market equity allocations but remain largely unmoved on Japanese stocks despite a strong upturn in fund manager sentiment on this asset class according to research by Expert Investor Europe in the first quarter of 2013.
Morningstar most-searched funds includes EM
Two emerging market funds appear in the list of the top ten funds most searched for by Morningstar.co.uk, as sentiment towards the sector shifts.
Follow trends not figures when investing in Asia
Consumer trends and not GDP growth should be the key consideration for investors looking to take advantage of opportunities in China, suggest specialist investment firm Matthews Asia.
Investors ditch gold etf due to record equity price
As equity indices gain traction, investors are selling out of gold exchange-traded funds (ETFs) at quite a pace, according to data provided by Coutts.
Mobius corporate governance globally is terrible
Franklin Templeton’s emerging markets guru Mark Mobius claims corporate governance standards could be improved upon across the globe, signalling he did not mean to single out Russia at a recent conference hosted by Sberbank in Moscow.
Investors ditch emerging markets in favour of Europe
Optimism in the eurozone improved significantly over the past month as 45% of investors stated they expected the economy to strengthen over the coming year, compared to 24% in May.
Fidelity offers quid pro quo deal for fund groups
Fidelity Worldwide Investment has unveiled details of a new fund partnership programme, Access, which will see it deliver a new range of services for its fund partners in return for the best terms.
Taper tantrums and the Fed’s future under Yellen
It’s clear Janet Yellen faces challenges ahead at the Fed, on a personal level as well as professional one with commentators already looking to get a handle on who she is and what she stands for, and getting the nicknames ready.
Threadneedle to enter Malaysia with Islamic funds
Eyeing the growing opportunities in the Islamic investment space, Threadneedle Investments today announced its foray in the Malaysian market with plans to offer Shariah-compliant products.
