Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
News,
September 2015
European ETF market flows continued their positive trend in August 2015
NET NEW ASSETS (NNA) during this month amounted to EUR 9.7 billion, close to January 2015’s record high of EUR 10.9 billion. Total Assets under Management are up 17% vs. the end of 2014, reaching EUR 425 billion including a 4.8% market (...)
Opinion,
September 2015
High dispersion of hedge funds’ returns in panic markets
The deflation and growth scares morphed into a vicious cycle last week. Multiple trading anomalies were observed, especially on Monday, suggesting that systematic and algorithmic trading amplified the sell-off.
Strategy,
September 2015
The market’s focus on risks to EM from slower Chinese growth creates opportunities for stock pickers
According to Ross Teverson, Head of Global Emerging Markets Strategy at Jupiter, market is overly focused on risk rather than opportunity, EM valuations already price in a very negative scenario and recent weakness has created the opportunity to invest in positive long-term (...)
Strategy,
August 2015
Global market volatility: more to come, but opportunities too
According to Deutsche AWM, markets appear to have overreacted in some instances and Deutsche AWM current view is to tactically underweight 10-year Bunds. On Eurozone periphery, Deutsche AWM stay neutral. With regards EM sovereigns, Deutsche AWM would stay on the sidelines (...)
Note,
August 2015
BofA Merrill Lynch Fund Manager Survey Finds Weakening Outlook for Global Economy Amid Fears Over China
Global investors have shifted their attention from Greece to China amid continued concern of a Chinese recession, according to the BofA Merrill Lynch Fund Manager Survey for August. Respondents are scaling back their expectations for economic (...)
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