Global X Permanent ETFNYSEARCA
Dec. 16, 2014, 1:07 PM
- Sixty-seven percent of those surveyed expect difficulty over the next three years thanks to rising interest rates, according to Natixis' survey of 642 institutional investors collectively managing $31T in assets.
- With rates (presumably) on the rise, the top three ways those surveyed intend to position their portfolios are 1) Shorten duration (61%) 2) Cut exposure to fixed-income (46%) 3) Increase use of alternative strategies (36%).
- Predicting which asset class will be strongest in 2015, equities - particularly those in the U.S. - win out with 46%. Another 28% see alternative assets as the place to be, while just 13% expect bonds to put in another great performance, 7% real estate, 3% energy, and 2% cash.
- Source: Nataxis Global Asset Management
- ETFs: AOA, PERM, GTAA, AOK, AOM, AOR, RLY, EPRO, GAL, DBIZ, MATH, GIVE
Oct. 14, 2014, 2:52 PM
- Just 32% of fund managers expect the global economy to strengthen over the next twelve months, according to the latest BAML Fund Manager Survey. It's the weakest showing in two years. Alongside, corporate earnings expectations are the poorest in 18 months.
- As a result, money managers have slashed overweight equity allocations to a two-year low of 34%, cut emerging market exposure for the first time in five years, boosted fixed-income holdings, gotten more underweight commodities, and raised cash levels to 4.9%.
- “Cash balances are high, but investors are retreating to benchmark positions rather than staging an exodus from markets,” says BAML's top market honcho Michael Hartnett.
- With interest rates scraping zero across the developed world, just 18% of those surveyed believe monetary policy is too stimulative. Yikes!
- ETFs: VV, SCHX, AOA, PERM, GTAA, FEX, CPI, AOK, JKD, AOM, AOR, RLY, EEH, EPRO, EQL, DBIZ, GAL, MATH, IWL, TZY, TZW, TGR, RRF, TDN, FWDD, TZV, GIVE, ERW, TZI, TZE, TDV, TZD, TZL, TDD, SYE, TZG, TZO, TDH, TDX