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Trendscout news issue 14

12. Mai 2017

Investor interest shifts from U.S. into European equities

After a prolonged period with low demand for European equities, there has been a trend reversal, especially at the expense of U.S. equities

Pan European equities, Euroland and European small and mid caps have all gained in attention during recent weeks while U.S. large caps as well as small and mid caps have suffered. The uptrend in interest for European equities has been primarily driven by investors based in Switzerland, Germany, Italy and Belgium. The downtrend for U.S. equities has been more broad-based but less pronounced.

With regard to sales channels, these trends are broadly supported and are evident in the case of Global Financial Institutions as well as local Swiss and European distributors.

The winners have been mainly active funds such as Henderson Gartmore Pan European, Invesco Pan European Structured Equity, Wellington Strategic European Equity and Jupiter European Growth.

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

 

Other trendscout highlights

  • Interest in Indian equities continues to rise driven by global demand for ETFs
  • Floating rate high yield increasingly popular within Swiss institutions
  • Almost no traffic so far in green bond funds despite several fund launches

Categories gaining attention

  • Equity Europe
  • Equity Europe Small and Mid Cap
  • Liquid Alternatives Multi Asset/Strategy

Categories losing attention

  • Equity USA
  • Bond World High Yield
  • Equity USA Small and Mid Cap

Funds gaining attention

  • Pimco GIS Income
  • Henderson Gartmore Fund - Pan European
  • Templeton Global Total Return Fund
  • AB Global High Yield Portfolio
  • Invesco Pan European Structured Equity Fund

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.