Buy side Archive

Equities attract more of Norway’s trillion-dollar fund

Aug 23, 2019

The word trillion has a longer history than you might think. First coined by French mathematical genius Nicolas Chuquet in the 15th century, it refers to the third power of a million – or 1,000,000,000,000. Rarely used until the 1980s, trillion has now become commonplace in financial parlance, as economic growth and inflation have made the numbers we use to measure our world larger. Today, trillion is a widely understood concept, with national economies and even some com...

Buy side

Global investment management industry faces threats, warns Fitch

Aug 21, 2019

Andrew Holt

Global investment management industry faces threats, warns Fitch

The global investment management industry faces cyclical and secular threats, with investment performance exposed to late-cycle risks and business models challenged by a shift toward passives, warns Fitch Ratings in a new report. Fitch says more diverse investment managers are better placed to weather the challenges and adapt as the industry evolves, while smaller firms may be absorbed by larger ones unless they can develop and maintain a niche market position. ...

Buy side

Investors bullish on rates, reveals BofAML survey

Aug 15, 2019

Andrew Holt

Investors bullish on rates, reveals BofAML survey

Investors are bullish on rates, according to the Bank of America Merrill Lynch (BofAML) fund manager survey for August. The survey highlights that 43 percent of investors surveyed expect lower short-term rates and only 9 percent expect higher long-term rates over the next 12 months. Taken together, this is the most bullish survey view since November 2008. A recession is likely in the next 12 months, according to 34 percent of investors surveyed, while 64 perc...

Buy side

Asian investors optimistic on economic outlook

Aug 01, 2019

Andrew Holt

Asian investors optimistic on economic outlook

Asian investors are upbeat when it comes to economic optimism, ranking the second highest globally, according to a new survey. The latest UBS Global Wealth Management quarterly Investor Sentiment survey reveals that in Asia, high net worth (HNW) individuals and business owners are optimistic and eyeing a range of opportunities. Globally, Latin American investors are the most optimistic in their economic outlook (76 percent) and are the most bullish on their r...

Buy side

Global asset management industry has hit wall, warns report

Jul 31, 2019

Andrew Holt

Global asset management industry has hit wall, warns report

The global asset management industry has reached a tipping point, warns a new study, stating that last year, after roughly a decade of positive momentum, the industry hit a wall amid concerns over rising interest rates and a turn in the economic cycle. Major asset markets posted negative returns, managers saw outflows, profitability declined and revenue margins contracted, leading in some cases to job cuts, according to the Boston Consulting Group’s study, ‘Glob...

Buy side

Investors support investment that improves long-term business prospects

Jul 22, 2019

Andrew Holt

A majority – 60 percent – of institutional investors support investment that improves long-term business prospects, even if it diminishes short-term corporate performance, according to the EY CEO Imperative Study 2019. In addition, more than two thirds (67 percent) of the world’s largest company CEOs say they are likely to take a public stand on politically charged issues related to global challenges, according to the study. The survey of 200 CEOs, 100 ...

Buy side

Investors add risk going into equities, says BofAML

Jul 17, 2019

Andrew Holt

Investors add risk going into equities, says BofAML

Investors have added risk, rotating into cyclical plays (equities, Europe, industrials, banks) and out of defensive ones (bonds, real estate investment trusts, utilities and staples), according to the latest Bank of America Merrill Lynch (BofAML) fund manager survey for July. Allocation to global equities retraces almost all of last month’s dip, rising 31 percentage points to 10 percent overweight, reveals the survey. Looking at regional equity allocations...

Buy side

Active funds see investors take flight

Jul 11, 2019

Andrew Holt

US and European investors have bolted from active funds at their highest rate in three years, pulling more than $35 bn so far in 2019, according to data company Morningstar. Active investments – the principle of fund managers selecting stocks rather than tracking an index – have been under pressure because of disappointing performance, high fees and growing stock markets. In addition, passive funds continue to take market share, accounting for 37.5 percen...

Buy side

JPMorgan downgrades global growth forecasts, but is positive on equities

Jul 10, 2019

Andrew Holt

JPMorgan downgrades global growth forecasts, but is positive on equities

Equity markets have had a good first half of the year, boosted by a dovish monetary policy from the world’s central banks, with the S&P 500 hitting another record high, notes JPMorgan’s mid-year market outlook. Following the June 2019 G20 summit, where a US-China trade truce was agreed for the time being, asset prices should be supported for the remainder of the year, notes the review. Low single-digit returns are expected across most asset classes, as the g...

Buy side

The financial case for ESG

Jul 09, 2019

Andrew Holt

What is the financial case for ESG – and what does ESG really mean? These key questions were posed at the recent Bloomberg Sustainable Business Summit in London, and drew differing approaches from the panelists. Valentijn van Nieuwenhuijzen, chief investment officer at Dutch asset manager NN Investment Partners, answered unequivocally: ‘ESG is the fundamental variable, or set of variables, to create the right incentives in capital markets for the corporate world...

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