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Manager Intelligence and Market Trends
bfinance’s quarterly report in May 2019: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major asset classes.
IN THIS PAPER
The bfinance Risk Aversion Index swung back into bullish territory in early 2019 as stocks emerged from the doldrums to hit new highs. Yet asset owners remain relatively cautious amid whip-sawing markets.
Mandates for new emerging market equity managers from bfinance clients surged after relatively weak demand for this asset class in mid-to-late 2018. China-specific searches are becoming increasingly mainstream.
Active equity managers outperformed markets despite their rapid rise. Yet many asset classes saw active managers failing to ride the risk-on wave due to defensive positioning: only a third of high yield bond managers beat their index.
Factor returns underwent a reversal versus Q4: equity value became the largest detractor from returns; alternative risk premia strategies recouped their Q4 losses.
Real assets dominate new manager searches in private markets, ahead of private debt.
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Each quarter, bfinance publishes information on investor activity, key market trends and manager performance.
Our quarterly snapshot of the key developments within equity, fixed income and alternative investments, including analysis of which asset manager groups performed well and which didn't.
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This commentary is for institutional investors classified as Professional Clients as per FCA handbook rules COBS 3.5R. It does not constitute investment research, a financial promotion or a recommendation of any instrument, strategy or provider. The accuracy of information obtained from third parties has not been independently verified. Opinions not guarantees: the findings and opinions expressed herein are the intellectual property of bfinance and are subject to change; they are not intended to convey any guarantees as to the future performance of the investment products, asset classes, or capital markets discussed. The value of investments can go down as well as up.
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