Newsletter

Trendscout news issue 26 - Tentative increase in demand for emerging market assets spreading

14. Dezember 2018

Tentative increase in demand for emerging market assets spreading

While external emerging market debt has been the first sector to show some improvement, other emerging market sectors have also received more attention in recent weeks.

Despite a general decline in demand for equity funds, regions like Asia/Pacific ex Japan or Global Emerging Markets are enjoying increased interest. Winners in Asia Pacific ex Japan are some yield plays like Schroder Asian Dividend Maximiser (click to access the Trendscout Report!) , Schroder Asian Equity Yield or the Value Partners High Dividend Stocks. The former benefited from more interest from all channels, especially public access, while the latter aroused interest from Global and Asian financial institutions.

Interest for Global Emerging Markets was driven by strong public demand for Vanguard FTSE Emerging Markets UCITS ETF out of Switzerland and demand for UBS MSCI EM Socially Responsible UCITS ETF out of Italy and Switzerland.

Within Globale Emerging Markets External Debt, Neuberger Berman Short Duration EM Debt has recently gained interest amongst Global Financial Institutions. Fidelity Asian High Yield is the winner within Asia/Pacific External Debt thanks to interest from Global, Asian and European Financial Institutions.

Document downloads for selected categories shown in percent of all downloads for all categories over 1 year within European and Asian sales channels

Other Trendscout highlights

  • Substantial attention amongst Swiss investors for the recently launched BNY Mellon GF Mobility Innovation Fund.
  • Interest in Robeco Global FinTech Equities is sharply declining within Global Financial Institutions.
  • Schroders and Fidelity gain views share at the expense of Lyxor and Commerz Funds.

Categories gaining attention

  • Bonds Global High Yield
  • Liquid Alternatives Multi-Strategy
  • Bonds World Aggregate

Categories losing attention

  • Equity Technology
  • Equity World Emerging Markets
  • Equity Health Care

Funds gaining attention

  • Vanguard FTSE All World UCITS ETF
  • Robeco QI Global Dynamic Duration
  • Carmignac Patrimoine
  • Carmignac Unconstrained Global Bond
  • Fidelity Asian High Yield

Free Access to Digital-Advisor and the new Trendscout Report

To give fund houses valuable insights into the competitive situation of their funds, we have implemented a "Trendscout Report" within Digital-Advisor, fundinfo's expert tool for tailored fund selection. Please find an example here. We are pleased to offer all our Document Dissemination clients now free access to Digital-Advisor. It allows you to evaluate what demand is emerging for your funds, identify your fund's most important competitors and lets you optimise the promotion of your funds. Please contact membersupport@fundinfo.com to activate your login.