Buy side Archive

Despite a turbulent 2018, noticeable for poor performance, institutional investors are boosting their allocation to hedge funds, driven by a search for alpha generation and diversification, a JPMorgan Chase institutional investor survey finds. An examination of these investor priorities geographically shows alpha generation to be the primary reason for investors in EMEA (58 percent) and Asia-Pacific (57 percent), while fewer consider it as important in the Americas ...

At this stage in the story of Saudi Arabia’s equity market emergence, two of the world’s three most important index providers – FTSE Russell and S&P Dow Jones – have included the country in their emerging market (EM) indices. By the end of 2019, the country is hoping that its newly gained status will attract $20 bn of foreign investment, supporting ...

Global growth expectations are still a big concern for investors, according to the March Bank of America Merrill Lynch (BofAML) fund manager survey, which reveals 25 percent of those surveyed expecting global growth to weaken over the next year. This is, however, a positive when compared with the 46 percent of investors who said they expected global growth to weaken over the following 12 months ...

The adage that what goes up must come down has been turned on its head with funds that suffered a decline in 2018 enjoying a rebound in early 2019. The volatile nature of returns has seen 53.3 percent of funds that sat in the bottom quartile for performance during the fourth quarter of 2018 bounce back to the top quartile in 2019 (to the end of February), according to investment research firm Morningstar. This is based on UK-domiciled funds in the Morningstar Catego...