Asset managers slowly flocking to cryptocurrencies
New NURS rules come into effect on 30 September
Manager increases funds' sterling weighting
Follows scrutiny over Woodford exposure
'Public showing interest in ESG'
Equities, bonds, gold, even Bitcoin, along with a range of other assets, have chalked up big gains since the US Federal Reserve made a sharp policy U-turn by cutting interest rates in response to slowing economy last autumn
At the start of 2020, there are grounds for investors to be optimistic.
Franklin Global Targeted Strategies
Recent sharp movements are 'rare'
Nearly £15bn lost in AUM - and low investor confidence to blame
TER now 0.19% per annum
The myriad monetary policy easing measures observed across the globe allied with (admittedly, more modest) fiscal stimulus from countries such as China, Japan, France and the UK has led investors to believe that economic growth going forward is well underpinned,...
'Actively but carefully pursuing acquisitions'
First value assessment report published
Alternatives 'more common' in investor portfolios
Dose of fiscal stimulus highly likely
Mulling investment in Investec Global Environment fund
New product to feature ESG integrationand negative screening
Paid more than £1m since June
Retail will continue to struggle
Prospects for alternatives remain positive
The good news for investors over the last year is that absolute returns have been positive, but the bad news is that valuations have been pushed up as fundamentals have moved in the opposite direction. The question now is: how does this divergence get resolved in 2020 given that central banks have delivered?