“We expect little or no price appreciation in fixed income and only muted gains for most equity markets in 2016," said the authors of the outlook from BlackRock.
Natixis: Institutional investors bullish on global stocks and alternatives in 2016
December 18, 2015 by
Fifty percent of those surveyed said they will increase private-equity holdings, 46% said they will increase private debt allocations, and 41% responded that they plan to increase allocations to hedge funds.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2015
December 16, 2015 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of September 30, 2015.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Fidelity; Investec; Schroders; Dimensional; Axa; Vanguard; JP Morgan; Julius Baer; Robeco; BNP Paribas; Pioneer; BlackRock; Invesco; BNY Mellon AM; Goldman Sachs; Vontobel; Pictet; Deutsche; Ashmore; PIMCO; Allianz; Threadneedle; Matthews Funds; Aviva Investors; MFS; HSBC; BlueBay; AllianceBernstein; Morgan Stanley; UBS; Edmond de Rothschild; LarrainVial; M&G; BBH; BTG Pactual; ING; Muzinich; Janus; Amundi; Henderson; F&C; GAM; WisdomTree; SEB; Principal; GLG; TIAA-CREF; Alfred Berg; EDM; Deka; Oppenheim Pramerica; Nomura; Credit Suisse; Legg Mason; WestLB; La Française AM; Carmignac; Brown Advisory; Santander; Dexia; AZ Fund Management; REYL; PineBridge; Natixis; Nordea; Manulife; Raiffeisen; Baring; EuroAmerica; Traditional Funds; Schwab; Skandia; East Capital; Bestinver; Neuberger Berman; Baron; First State Investments; Lombard Odier; T. Rowe Price; SEI; NEVASA HMC.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – September 2015
December 16, 2015 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending September 30, 2015.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.
Morgan Stanley makes play for Credit Suisse’s US offshore team
December 7, 2015 by
The early-December announcement ends a month of uncertainty for the Miami and New York-based CS brokers, who were not included in a recruitment arrangement with Wells Fargo that covered US onshore advisors.
State Street sees volatility spilling over into 2016, challenging returns
December 7, 2015 by
"Disappointing growth results in emerging economies leads us to forecast low and slow global growth for 2016,” said Rick Lacaille, executive vice president and global chief investment officer at SSGA.
Deutsche X-trackers platform now includes enhanced-beta ETFs
December 7, 2015 by
“We are excited to launch our first suite of enhanced beta ETFs in the US,” said Fiona Bassett, head of passive in the Americas. “We believe this new suite complements our expertise and commitment to bringing innovative and relevant investment solutions to market."
Brazilian pension execs visit London to discuss global investing with three top managers
December 7, 2015 by
Columbia Threadneedle, Aberdeen and Investec hosted a delegation of seven Brazilian pension fund officials as part of a week-long seminar. "With Brazil experiencing a sharp slowdown, it has become clear that there is a need to diversify away from the local market," said Joseph Sweigart, senior institutional sales director at Columbia Threadneedle.
Regional Mutual Fund Managers Industry Statistics – September 2015
December 5, 2015 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of September 30, 2015.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credifondo; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.
Latin American Pension Fund Investments in Cross-Border Securities – September 2015
December 2, 2015 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2010 through 2015, and as of September 30, 2015.
