4 July special
Losses for year expected to recover to 7%
Over-valuation in tech, software and consumer staples
Coronavirus and oil price collapse lead to massive drop
Absolute Return fund up 22.6% YTD
Best performers revealed
Energy stocks and smaller companies hit hardest
UK, US and energy funds suffer
Franklin Global Targeted Strategies
Has refundable performance fee structure
But growth and sentiment set to improve
Man GLG RI Global Sustainable Growth
New UCITS product to target long-term total returns
New companies added as consumer goods giants dumped
Strategy has 18-month track record
Manager seeing investment opportunities
Two global vehicles
Political uncertainty an issue
Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.
New data from UBS
ETF Securities has analysed the effectiveness of a seasonal approach to investing in asset classes and found evidence of potential success from such a tactic within the commodities space.
Canada best single-country index
Follows launch of multi-asset vehicle
While the MSCI Frontier Markets index formally classifies some 23 countries as 'frontier' markets, there are actually around 160 countries that do not feature in developed or emerging market indices which could be considered frontier.