Month: March 2019

Monday Morning Memo: A Brief View of Measures to Identify “Closet Trackers”

Detlef Glow, Head of EMEA Research, Lipper

A topic widely discussed in the European fund industry is actively managed funds that seem simply to follow an index without adding value for investors, while the management company charges fees for active management—so-called closet trackers. For me it is clear that active funds should add value to investors, either by reducing the risk attached to the market or by generating outperform

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India Why Now

India – Why Now?

India - Why Now?

Julian Page, Head of Fund Research, DDQINVEST

The world’s seventh largest economy, soon to be the largest population on earth, a median age of 27, a hub for technical innovation - things are looking good. The key to India's recent success has been the overhaul of the Indian economy since the appointment of Prime Minister Narendra Modi in 2014. Since his appointment, there are now millions more comp

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European Investors Show Increased Appetite for Risk in January 2018

Detlef Glow, Head of EMEA Research, Lipper

Despite some disruptions in fund distribution coming from the introduction of MiFID II on January 8, 2018, January was the thirteenth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into equity funds (+€30.2 bn), followed by mixed-asset funds (+€14.0 bn), bond funds (+€10.5 bn), and alternative UCITS funds (+€4.2 b

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Swiss Equities: Is Now a Good Time to Invest in Active Funds?

Julian Page, Head of Fund Research, DDQINVEST

The Swiss equities market over the last year has been relatively fruitful in relation to previous years. A number of factors can be attributed to the country’s recent strong performance, including rising dividend yields, a strengthening in financial and healthcare sectors, and a strong US dollar benefiting the vast collection of Swiss equities with overseas interest in the US. The S

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Monday Morning Memo: Follow the Money Flows—Another View of Securities Lending

Detlef Glow, Head of EMEA Research, Lipper

Securities lending is a widely used technique in the funds industry. Even though it is discussed more intensely in the ETF world, it is also commonly used in mutual funds. The reason for employing securities lending given by fund promoters is always the same: They claim the income from the securities-lending program is used to offset the cost of the management fees for investors, i.e., to

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Emerging Markets: 5 Countries Poised for Future Growth

Julian Page, Head of Fund Research, DDQINVEST

 

Egypt

This country has a lot going for it. Its population of almost 100m is young, with a median age just shy of 25 years, and are relatively well educated. GDP has increased steadily over the past few years, with above 4% growth every year over the past three years. The number of urban residents in Egypt is increasing by 1 million per year - fuelling continued

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