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Wealth Management Expert Opinion

Wealth Management Expert Opinion

Bond Funds Dominating Fund Sales in Europe

After the negative flow numbers at the end of 2016, March 2017 was the third consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€21.5 bn), followed by mixed-asset funds (+€11.2 bn), equity funds (+€4.1 bn), and commodity products (+€1.0 bn) as well as real estate funds (+€0.8 bn) and alternative UCITS products (+€0.2 bn)...

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Review of the European ETF Market, March 2017

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for March. These net inflows, in combination with positive market impacts, led to increased assets under management in the European ETF industry (€565.2 bn) for March, up from €550.3 bn at the end of February...

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Tesla: An Armour-Plated Bubble

 

Tesla: The analysis of a dream and one of the most controversial stocks on the market. Is Tesla another Amazon success story or a massive bubble about to explode? How long can this go on? Fund manager Lionel Rayon sheds some light on the Tesla project and his mysterious founder Alon Musk...

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Facts About the Concentration in the European ETF Industry

For most market observers there is no doubt the European exchange-traded fund (ETF) industry is a high-growth industry, since it is still enjoying—even after 16 years of existence—double-digit annual growth rates. The assets under management (AUM) have grown since the first ETF in 2001 from zero to 514.48 billion euros as of December 31, 2016...

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From Suppositions to Fiduciary Responsibility in ETF Selection

This Memo is written based on a speech by Jean-René Giraud, Chief Executive Officer at TrackInsight during the TrackInsight Investor Summit–Germany in Frankfurt on March 29, 2017. During his speech Jean-René discussed some common errors advisors and investors make as they evaluate exchange-traded funds (ETFs)...

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Diversification is Key for European investors

After the negative flow numbers at the end of 2016, February 2017 was the second consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds, followed by equity funds, mixed-asset funds, and alternative UCITS products as well as commodity products and real estate funds...

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Review of the European ETF Market, February 2017

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for February. These net inflows, in combination with positive market impacts, led to increased assets under management in the European ETF industry (€550.3 bn) for February, up from €524.0 bn at the end of January...

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Will Draghi Succumb to Greenspan's Fate?

Recent developments in Greece, France, Italy and Germany all point at further fudges of various kinds as a way to prolong life of the Euro zone, rather than addressing the root of the problem (the widening divergence between the North and the South). Mario Draghi remains the de facto undisputed ruler in the Euro zone...

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Active and Passive Fund Flows in Europe

Although the active versus passive debate has been around virtually as long as mutual funds have existed, active fund houses in Europe have been subject to considerably more scrutiny over the last 12 months. The recent interim FCA Asset Management Market Study in the U.K. highlighted some key points on the ability of the active fund industry to add value...

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Steep Rise in Risk Assets

The Fed are tightening policy and QE programmes are being either curtailed or reduced elsewhere. Those without a plan are exposed to a potentially very nasty hangover from the third boom in less than two decades, and one that has driven valuations to levels comparable in some respects to the greatest peak ever seen in 2000 and above those seen in 2007 and 1929...

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