Despite stretched valuations in US equities and some predictions of an all-asset class market crash, Thorsten Becker, senior fund manager, remains optimistic.
Capital controls, regulatory changes and slowing economic growth are concerning to Latin American investors, according to Mariano Sardáns, CEO of wealth management firm FDI - Gerenciadora de Patrimonios in Buenos Aires.
A commodity price recovery and a resilient India should help sustain a rally in EM equities, according to Goldman Sachs Asset Management's chief investment officer of emerging markets equity, Prashant Khemka.
Mercer's Amit Popat explains the firm’s fund manager selection process and discusses what strategies he’s recommending to clients in the low rate environment.
The firm's Hong Kong-based manager explains his core investment philosophy and why he sees financials as the next big value opportunity in Asian equities.
Capital controls? No financial industry impact. Currency manipulator label? Not a problem. Matthews Asia investment strategist Andy Rothman presents his bullish views on China.
Equity markets are priced for positive scenarios and investors should now review portfolios with an eye on currency denomination and cash holdings, said Garry Hawker, partner and director of strategic research for growth markets.
Korean asset manager Mirae has expanded across Asia, established itself in Europe and continues to grow. Jung Ho Rhee explains how the firm capitalises on a special understanding of key consumer trends in developing markets.
Michael Haupt, chief operating officer and investment advisor, and Alex Fung, CEO and head of PB in Asia-Pacific, argue that Vontobel's streamlined and focused business model is a plus during industry consolidation.