Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
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Let's take a closer look at whether transparency really matters for portfolio managers...
Mid-cap stocks are the preference of most fund managers this year with energy, transportation, construction and financials leading the way. Further, 65% of investors said high-quality earnings stocks would outperform low-quality earnings ones, and fund managers seem to agree with a greater weight in stronger blue chip companies.
Overall risk-taking by investors in the market is falling with cash holdings growing to an average of 5.2% in portfolio weight. 29% of asset allocators are underweight on commodities – up from 23% back in November, suggesting a further separation from commodities and commodity-based trades.
Nearly half of all fund managers surveyed (43%), expect China’s economy to weaken even more in the next 12 months, while weighted GDP growth expectations fell from 5.9% in November to 5.5%. Additionally, the U.S. is underweighted by the majority of fund managers, while European and Japanese markets are slowly being overweighted. For emerging markets, India is being looked at as the biggest upside surprise for the year.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Mid-cap stocks are the preference of most fund managers this year with energy, transportation, construction and financials leading the way. Further, 65% of investors said high-quality earnings stocks would outperform low-quality earnings ones, and fund managers seem to agree with a greater weight in stronger blue chip companies.
Overall risk-taking by investors in the market is falling with cash holdings growing to an average of 5.2% in portfolio weight. 29% of asset allocators are underweight on commodities – up from 23% back in November, suggesting a further separation from commodities and commodity-based trades.
Nearly half of all fund managers surveyed (43%), expect China’s economy to weaken even more in the next 12 months, while weighted GDP growth expectations fell from 5.9% in November to 5.5%. Additionally, the U.S. is underweighted by the majority of fund managers, while European and Japanese markets are slowly being overweighted. For emerging markets, India is being looked at as the biggest upside surprise for the year.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...