Colombian AFPs showed a preference for North American and Latin American equity in April, while scaling back their positions in emerging-market equities, as escalating US trade rhetoric encouraged the AFPs to invest domestically.
Poor showing in May puts small dent in Brazilian fund industry’s YTD growth for 2018
June 20, 2018 by
Despite negative flows of BRL 4 billion in May, there was positive flows for riskier asset classes, including equities, hybrid funds and riskier classes of fixed-income funds.
Developed-market equities lose luster for Chilean AFPs in May
June 19, 2018 by
Chilean AFPs pulled USD 125 million of assets from offshore funds and ETFs in May, cooling on European, Japanese and North American equities as trade concerns plagued markets. Asian and Latin American equities continued to attract flows, however.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – May 2018
June 6, 2018 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of May 31, 2018.
Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.
Colombian AFPs turned to North American and Japanese equity in March
May 22, 2018 by
iShares Core S&P 500 and the iShares MSCI Japan added a combined USD 510 million for the month, as overall system AUM in cross-border funds and ETFs neared USD 20 billion.
Brazilian pensions up their risk profile, turn to equity and hybrid funds
May 22, 2018 by
In the 12 months ending in March 2018, flows to equity/balanced mutual funds from Brazilian pension managers amounted to BRL 6.1 billion (USD 1.7 billion) compared with only BRL 570 million in fixed income.
Asian, Latin American equity attract Chilean AFP assets amid signs of slower global growth
May 21, 2018 by
Chilean AFPs increased their exposure once again to Asian equity, investing USD 716 million in April for USD 23.4 billion in total allocations to the asset class and a 28% market share. Investec cleaned up in this category as well as in Latin America.
Chilean AFPs retreat from US and Japan, while pumping assets into Latam and Asia
May 9, 2018 by
Chilean AFPs poured USD 1 billion into Asian and Latin American equity in March, as fears of a global trade war rocked markets. T. Rowe Price's Anh Lu is optimistic that 2018 will be a good year for Asia equity, buoyed by market reforms in China,
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – April 2018
May 3, 2018 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of April 30, 2018.
Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.
Brazilian investors’ focus on riskier fund classes intensified in first quarter of 2018
April 17, 2018 by
Since last October, balanced funds and equity funds have raised BRL 88 billion, compared to BRL 25 billion in outflows for fixed-income funds.
