Buy side Monthly archive

Aug 30, 2019
Alternative investors see equity markets at peak
Almost three quarters (74 percent) of investors in alternatives believe equity markets are at a peak – up from 61 percent at the end of 2018, according to the Preqin Investor Update: Alternative Assets H2 2019. Just 6 percent believe markets are expanding, down 15 percentage points in six months. Alternative assets will be a vital part of many investors’ approach to weather a market event, notes the report. For the asset classes operating in private capit...
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Aug 23, 2019
Equities attract more of Norway’s trillion-dollar fund
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...
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Aug 21, 2019
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. ...
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Aug 15, 2019
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...
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Aug 01, 2019
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...
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