Analysis 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?
Analysis 14 Nov 17
Bull market is entering extra time, says Robeco
The nine-year bull market is going into extra time now, thinks Robeco. A real possibility is that the match will end in a sudden death, by a major world leader’s own goal. And that’s someone who’s fonder of football than Donald Trump.
Analysis 10 Nov 17
Blackrock: Rate rise will not cause negative bond returns
An upward trend in interest rates does not automatically equate to negative bond returns, despite the commonly-held market belief that it does, Blackrock has argued.
Analysis 8 Nov 17
Investors deliver one-year Trump verdict
Wednesday 8 November marks the one-year anniversary of the shock election of Donald Trump as president of the US. One-year on, and several thousand tweets later, we spoke to three investors to gauge their view on just what he has achieved since.
Analysis 7 Nov 17
What is the problem with offshore investments?
Another day, another major leak of sensitive data that reveals even the British Queen has her fingers in some offshore-pies. But with everything legal and above board, are we at risk of sensationalising something that is pretty average?
Analysis 2 Nov 17
Rate rise: One-and-done or the start of tightening?
Portfolio Adviser’s Sebastian Cheek looks at the options for the Bank of England’s monetary policy committee now it has raised interest rates for the first time in a decade.