Global Investing

US investors prop up emerging equity flows

September 6, 2013

U.S. mutual fund investors are ploughing on with bets on emerging market equities, according to the latest net flows numbers from our corporate cousins at fund research firm Lipper. Has no one told them there’s supposed to be a massive sell-off?

After disappointing start to 2013, how will hedge funds catch up?

March 22, 2013

Despite the early-year rally in equity markets, some hedge funds seem to have had a disappointing start… yet again.

Three snapshots for Thursday

May 17, 2012

Fears that Athens is on the brink of crashing out of the euro zone and igniting a renewed financial crisis have rattled global markets and alarmed world leaders, with Greece set to figure high on the agenda at a G8 summit later this week. This chart shows the impact on assets since the Greek election:

Three snapshots for Wednesday

May 9, 2012

This chart shows the wide dispersion in equity market performance so far this year. In local currency terms Korea has a total return of nearly 12% and Germany over 10%, this compares to Italy at-6% and Spain at -16%.

Three snapshots for Tuesday

April 3, 2012

A good sign for UK growth – activity in Britain’s construction sector unexpectedly accelerated in March, the Markit/CIPS ¬†Purchasing Managers’ Index rising to 56.7 from February’s 54.3.

Hedge funds still lagging behind

February 20, 2012

How are hedgies performing this year?

The latest performance data from Nice-based business school EDHEC-Risk Institute shows various hedge funds strategies returned on average 1.46% in January, far behind the S&P 500 index which gained almost 4.5%.

Retail threat to euro zone bond markets

November 28, 2011

Because of the peripheral euro zone bond implosion, many European bond market funds have suffered losses this year. JP Morgan says a major risk to European bond markets stems from liquidations by retail investors (aka Mrs Watanabe from Europe).

The Naked Truth

February 1, 2011

Do independent asset managers perform better than bank-run funds?

Lipper was recently approached to analyse the difference in performance between funds operated by broader financial services companies (banks and insurers) and those managed by ‘pure play’ asset managers.

from MacroScope:

SWFs and ethical investing: serving multitude of objectives

October 5, 2009

Sovereign wealth funds, eager to be accepted in the West, are increasingly interested in showing the world that they care about environment and governance by investing in socially responsible firms.

Stocks and the City

By Reuters Staff
May 5, 2009

The amorous intentions of the British are intimately connected to the performance of the stockmarket, extra-marital dating website illicitencounters.co.uk says.

It notes that although the website has been running since 2004, by far the biggest jump in membership has been in the past 12 months, when it leapt to 310,000 from 180,000 in the previous fiscal year.