‘Bond voyage’ to Italy says fund buyer
Italy’s political drama and subsequent bond sell-off has moved a leading fund selector to reduce their Italian investments to zero.
Italian Government bond spreads rely on incoming finance minister
The movement of Italian government bond (BTPS) spreads will depend on who will be the next finance minister, and future volatility will depend on whether the new government’s decisions diverge from the European Union, according to a top fund selector.
Investment | 4 May 18
Risks loom if passives dominate
The asset management industry is split on the market implications if passives continue to rake in inflows, while investors lose faith in active management.
Investment | 18 Apr 18
Five ‘unloved’ investments worth a fresh look
Long term investors should seek out some often over-looked sectors to boost portfolio diversification, according to Morningstar Investment Management. Click through the slides below to find out which five areas it has identified as hidden investment opportunities.
Best Practice | 19 Mar 18
Fund selectors struggling with insistent clients
Many fund selectors believe clients often end up damaging their own portfolios when insisting on bad investment ideas, according to a survey conducted at our sister publication Expert Investor’s Pan-European Congress in Rome.