from Global Investing:

Tokyo Sonata calls the tune for investors

April 29, 2013

The jury may be out on whether Messrs. Abe and Kuroda will succeed in cajoling the Japanese economy from its decades-long funk but the cash is betting they will. Domestic and foreign investors have stampeded for Tokyo equities, and Morgan Stanley has been crunching the numbers.

from Global Investing:

Asian bonds may suffer most if QE on ice

April 3, 2012

Bonds issued in emerging market currencies have been red-hot favourites with investors this year, garnering returns of 8.3 percent so far in 2012. But for some the happy days are drawing to a close -- U.S. Treasury yields are nudging higher as the U.S. recovery gains a foothold and the Fed holds back from more money printing for now at least. That could spell trouble for emerging markets across the board (here's something I wrote on this subject recently) but, according to JP Morgan, it is Asian bond markets that may bear the brunt.

from Funds Hub:

Morning line-up: Harvard, Japan and bubbles

September 10, 2010

News and views on the fund industry from Reuters and elsewhere:

RTR1SGF8We still like cash - Reuters

The Twitterati take

Harvard SWF prop. deal on ice - Bloomberg

...while other prop. buyers head for Japan - Reuters

Know your bubbles - AllAboutAlpha

from Global Investing:

Zeitgeist check

May 11, 2009

Some more bits and bobs to capture the current mood among investors:

-- MSCI's all-country world stock index has recaptured all of its 2009 losses and is now working on recouping last year's. It is up 6 percent for this year.

from Global Investing:

Reuters Funds Summit: Kingdom for a horse

March 17, 2009

Anyone expecting investors to start galloping back into riskier assets in a rush might have something of a wait, according to Kathleen Hughes, who runs money funds for JPMorgan Asset Management in Europe. They are more likely to wander back in.

from Global Investing:

Desperately seeking yield

January 19, 2009

Equities may be having a stop-start kind of month, but investors do seem to be more willing to take on risk than before. The latest numbers from EPFR Global, a tracker of investment flows, show high-yield bond funds raking in the money in the second week of January. A net $766 million flowed into the HY funds tracked by the firm. At the same time, a net $578 million flowed into U.S. municipal bond funds.