Both retail and institutional investors agree that financial professionals are falling short on the related issues of transparency and fees, according to a CFA Institute survey report.
Category: Studies
Survey: Most HNWIs to invest more in 2016
The majority of high-net-worth individuals globally plan to increase contributions to their investment portfolios in the first half of 2016, according to a poll by the deVere Group.
Survey: Advisers shun China short term
A quarter of advisers say they do not plan to allocate any investments to China over the next six months, according to research from UK-based Cofunds.
Survey: IIs see low-yield world as the big challenge
A majority of institutional investors want to diversify away from “highly correlated” stocks and bonds and are concerned about meeting long-term liabilities.
Institutional investors moving away from traditional bond exposure – research
A study by NN Investment Partners shows that nearly half of investors are worried about bonds not offering as much capital protection as previously.
Vontobel: systemic risk in EM unlikely
Healthy foreign debt positions in most emerging markets make the possibility of systematic risk remote, despite the recent massive currency and commodity declines, said Rajiv Jain, chief investment officer at Vontobel Asset Management.
Asia-Pacific M&A accelerating
Outbound M&A announced by Asia-Pacific companies hit $275bn in the past 18 months, and the number and deal size are expected to grow, which bodes well for M&A arbitrage hedge funds.
Survey: Income investing top priority in Asia
Asian investors seek income products but are too focused on “familiar income-producing asset classes”, according to a Legg Mason survey report.
Younger Chinese investors are comfortable with risk
Chinese investors in the 18-39 age group prefer high yield products and are more aggressive and confident in their investment choices than older mainland investors, according to a survey report by Legg Mason.
Survey: Global investors favour equities
Half of global investors believe there will be a rotation from bonds to equities over the next three years, according to a survey by Principal Global Investors.
