NET NEW ASSETS (NNA) during this month amounted to EUR 9.7 billion, close to January 2015's record high of EUR 10.9 billion. Total Assets under Management are up 17% vs. the end of 2014, reaching EUR 425 billion including a 4.8% market impact...

The deflation and growth scares morphed into a vicious cycle last week. Multiple trading anomalies were observed, especially on Monday, suggesting that systematic and algorithmic trading amplified the sell-off.

According to Ross Teverson, Head of Global Emerging Markets Strategy at Jupiter, market is overly focused on risk rather than opportunity, EM valuations already price in a very negative scenario and recent weakness has created the opportunity to invest in positive long-term change at attractive valuations...

According to Deutsche AWM, markets appear to have overreacted in some instances and Deutsche AWM current view is to tactically underweight 10-year Bunds. On Eurozone periphery, Deutsche AWM stay neutral. With regards EM sovereigns, Deutsche AWM would stay on the sidelines for now; there will be opportunities, but liquidity in the market is currently thin...

Global investors have shifted their attention from Greece to China amid continued concern of a Chinese recession, according to the BofA Merrill Lynch Fund Manager Survey for August. Respondents are scaling back their expectations for economic growth.