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Forthcoming Event

The Need For Information Will Change Fund Distribution

The European fund industry faces a lot of change with regard to fund distribution, since European regulators are working on different projects to protect retail investors especially...

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Fund Launches, Closures, and Mergers for Q1 2015

European mutual funds industry enjoyed overall record net inflows of €173.0 billion into mutual funds over the course of first quarter 2015. Industry still in a consolidation mode at the product level....

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The Transformation of the Mutual Fund Industry: Commissions Retroceded to Sellers/Distributors

Several factors have an impact on the TER (TOTAL EXPENSE RATIO). Primarily it is the size of the mutual fund that is significant, since a larger mutual fund can "dilute" the costs incurred. The higher the TER, the more the investor is disadvantaged...

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Equity Markets on Edge

With financial markets so overvalued, and with so many ticking time bombs around, we remain on high alert for a deterioration in market performance that could presage a bear market in equities and other risk assets. What is interesting about looking back at past bubbles is that it seems obvious in hindsight that valuations were in bubble territory and that future cash flows would simply not justify the price paid by investors at the peak. It is also possible to identify, with hindsight, market peaks and troughs by simply...

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February Flows: Bond Funds are Back to Lead the Sales Tables

European fund flows for February 2015 far outpaced those for January (+€25.7 bn); the European fund industry enjoyed inflows of €65.0 bn into long-term mutual funds in the later month. Compared to January there was a change in the most favoured asset class; the majority of the flows went into bond funds (+€24.5 bn), followed by mixed-asset funds (+€21.2 bn), equity funds (+€17.0 bn)...

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Fund Manager Briefing: F&C Property Growth and Income Fund

There will be few investors and fund managers who do not remember the terrific liquidity crisis that afflicted U.K. property funds in 2008. The suspension and swing-pricing of funds - first the smaller ones and ultimately the behemoths - caused considerable trauma to a market that had not seen material challenges to the value of the asset class since the early nineties. An enduring legacy...

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European Fund Buyers and Emerging Market Equity Exposure

Emerging Market (EM) equities are far from a homogeneous grouping covering Eastern Europe, Asia, South America, Russia and China to name but a few and given the regional performance variations, it would take a very brave asset allocator to make substantial calls on any particular region. In Euro terms the 1-year performance to 31 January 2015 has varied considerably with EM...

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Are Income Funds a Suitable Solution for Investors?

In the current environment of record-low interest rates and ongoing quantitative-easing programs from central banks around the globe, investors are seeking alternative ways to generate the income they need. The chase for yield can be seen in the fund flows into mixed-asset products, especially into asset allocation funds, which give investors access to a broad variety of asset...

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Asset Allocation Funds are the Products of Choice of European Investors for January 2015

After a weak December the European mutual fund industry returned to its growth pattern in January, enjoying net inflows of €25.7 bn into long-term mutual funds. The majority of these flows were again seen into mixed-asset funds (+€15.6 bn), followed by bond funds (+€7.6 bn), equity funds (+€2.5 bn), alternative/hedge products (+€1.0 bn), and commodity funds (€0.7 bn)...

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European Fund Market Report

In 2013 investors and fund managers alike became preoccupied with an environment where interest rate rises were likely imminent. A year on and monetary tightening that was expected on the back of the tapering expectations of the U.S. quantitative-easing programme failed to materialise. In early 2014 many bond fund managers were busy reducing their duration in expectation...

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About Us

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more

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