Fixed Income | 29 Nov 17
Why ESG matters for bonds
The higher a country’s environment, social, governance (ESG) rating, the better its government bonds perform, MSCI has found.
This time lucky for Japanese equities?
The re-election of Shinzo Abe as prime minister in September has triggered a surge in inflows to Japanese equities. Is Japan’s recent streak of strong performance set to continue or are we witnessing yet another false dawn?
Emerging Markets | 24 Nov 17
Emerging debt inflow run loses pace
The record run of flows into emerging market debt is continuing, but is losing pace as investors are taking profits against a backdrop of rising US rates and some geopolitical issues.
Emerging Markets | 21 Nov 17
The only asset class not offering sub-zero returns
Most asset classes will provide negative real returns from now on, but there is one exception to this rule, according to US asset manager GMO.
Alternatives | 17 Nov 17
Will Europe’s most popular fund continue to steal the show?
This year alone, the Pimco Income fund has attracted more than €28bn in net new money from European investors, according to Morningstar data. This is almost half of all net inflows into unconstrained bond funds this year, and has made the $64.3bn (€54.6bn) strategy the world’s largest actively managed fund. There are few, if any examples of funds that have attracted so much money in such a short time. Even the inflows the Standard Life GARS fund saw in its heydays are peanuts compared to the money the Pimco Income Fund has attracted this year. Can it continue?
