FN Marktrapporten is een service voor de betalende abonnees van Fondsnieuws. De dienst geeft toegang tot de database met research van meer dan 45 asset managers. Dagelijks wordt vroeg in de ochtend in een aparte e-mail een overzicht toegestuurd van alle nieuwe researchrapporten. Deze e-mail dienst heet de Morning Call.
What a start to the new year. Sector investing continued its run in January, demonstrated by the significant inflows into equity ETFs. Technology and Financials both experienced large inflows, extending their popularity over the last 12 months. Whilst Technology suffered from sector rotation towards the end of last year, further earnings momentum has renewed investor confidence.
PIMCO takes a long-term view of markets and economies, one that anchors investment decisions during shorter-term periods of market volatility. Nonetheless, the dramatic return of market volatility has understandably unnerved many investors. On 9 February, Daniel J. Ivascyn, group chief investment officer, and Scott Mather, CIO U.S. core strategies, updated clients on the dynamics at play.
Global ETPs gathered $100.6bn in January, marking a new record for monthly flows, propelled by U.S. and Japanese equities and bolstered by broad emerging markets (EM) equities and EM debt
U.S. equities drew in $35.8bn focused in large-caps and cyclical sector funds spurred by the U.S. tax overhaul and higher expected federal spending