Passive allocations spiked to 22.8% early in the year, but fell to 20.7% by year-end, a sign that the steady rise of passive investments since 2013 may be beginning to taper, said Natixis's Marina Gross.
Natixis: Risk-taking paid off in 2017, with active portfolios outperforming passive
April 4, 2018 by
Rate cuts in Brazil led to additional inflows to riskier asset classes in February
April 4, 2018 by
Retail investors are flocking to balanced and mixed funds, as well as equities, as inflation slows and interest rates come down.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – March 2018
April 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 March 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 raise exposure to North American equity amid volatility
March 25, 2018 by
Colombian AFPs raised their exposure to cross-border funds end ETFs by USD 186 million in February for USD 20.3 billion under management, plunging into North American equity even as volatility rocked US equity markets.
Chilean AFPs go deeper into Asia, Latin America equity
March 21, 2018 by
While the industry scaled back its cross-border allocation overall, Asia equity took in USD 673 million from Chilean AFPs during February. The sector now has USD 22.3 billion in AFP allocations.
Colombian AFPs began 2018 with a redemption bias in cross-border markets
March 20, 2018 by
Despite the outflows, strong returns led to an increase in allocations to cross-border products, which stood at USD 20.9 billion versus USD 19.7 billion at the end of 2017.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – February 2018
March 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 February 28, 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 mutual fund industry raises BRL 25 billion in January
February 27, 2018 by
The road ahead for Brazilian fixed-income funds seems rough, as yields are compressed and the benchmark interest rate sits below 7%.
Colombian AFPs favored emerging markets and Europe in 2017
February 11, 2018 by
Emerging-market equity ended up being Colombian AFPs’ biggest allocation target in 2017, ending the year with USD 5.8 billion in investments and a 29.5% market share.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – January 2018
February 5, 2018 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of January 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.
