Trendscout news issue 11

08. Februar 2017

“Trump assets” still receive elevated investor attention

Asset classes which investors expect to benefit from Trump’s policy experienced a spike in attention right after the election, and most of them are still in high demand.

Most striking is the demand for U.S. small and mid cap equities which more than doubled, and has remained stable at that level since the election. It’s now even ahead of the attention for European small and mid cap funds. Legg Mason Royce US Small Cap Opportunity and SPDR Russell 2000 U.S. Small Cap UCITS ETF benefitted the most: Legg Mason from demand through Asian, European und Global Financial Institutions and SPDR through public channels and Global Financial Institutions. Swiss investors, however, favored T. Rowe Price Funds, US Smaller Companies Equity and iShares S&P Small Cap 600 UCITS ETF USD.

Demand for infrastructure & industrials has calmed down significantly since the election but remains far above the level seen last summer. Investor’s focus is on Morgan Stanley Global Infrastructure and ETFs from iShares and Deutsche.

Demand for Russian equities, e.g. iShares ETF and Pictet Russia, peaked in January but is still high, while healthcare experienced a setback to levels seen before November.

% share in document downloads over 1 year from all categories within European and Asian sales channels

Other Trendscout highlights

  • Attention for alternative strategies like long/short, event driven or fixed income relative value continues to wane
  • Increasing demand for short duration - high income funds from Asian investors
  • Slowly rising awareness for inflation-linked bond funds

Categories gaining attention

  • Bond World High Yield
  • Equity Technology
  • Equity World

Categories losing attention

  • Bond World Aggregate
  • Liquid Alternative Multi Strategy / Multi Assets
  • Bond Emerging Markets External Debt

Funds gaining attention

  • M&G Global Floating Rate High Yield Fund
  • Pictet – Robotics
  • Invesco US Senior Loan
  • Nordea 1 - European High Yield Bond Fund
  • iShares Core MSCI World UCITS ETF

View our Trendscout tutorial video

Trendscout is a self-service fund analytics web application developed and licensed by fundinfo. It measures investor’s interest in funds based on online views of our 20+ million fund documents database. For a quick introduction to the features and benefits of Trendscout, click here to view a tutorial video.

With Trendscout, you can:

  • Identify the source of interest in your funds based on investor domicile or sales channel
  • Analyse the results of your marketing activities by region
  • Compare the interest in your funds with each other, or with your competitor’s funds
  • Examine the interest in individual funds or fund categories over time

For additional details, visit the Trendscout website, or download the flyer.