European Asset Manager Sentiment Boosted by Flow, Margin Trends

Dow Jones
Aug 11

0851 GMT - Investors are encouraged by improving flow and margin trends at traditional European asset managers, Citi analysts say. Traditional manager fund flows were robust in July, tracking at a 4% run-rate, excluding money market, the analysts write. Man Group remains the strongest outperformer, Citi adds, while Aberdeen Group continues to lag peers. Asset class trends were mostly unchanged in July, with passive continuing as the main driver of inflows, Citi says. Retail demand seems to have recovered, the analysts note. Amid improved investor sentiment, valuation has also shifted, with traditional asset managers only at a modest discount to private market peers, which are growing faster but have a more uncertain growth outlook. Man Group and Aberdeen shares are up 35% and 21%, respectively, over the year to date.

 

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10