Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.
FSA caught up with Edward Bonham Carter, vice chairman of UK-based Jupiter Asset Management, who is currently in Asia.
GSAM's relative value strategy plays on movements between countries rather than typical market dynamics, according to Jonathan Xiong, head of the firm's alternative fixed income strategies.
Economic growth, undervalued currencies and stable to higher commodity prices position EMD well against potential headwinds, according to Marcelo Assalin, head of emerging markets debt.
There are key differences between the high valuations of tech stocks in 2000 and today, argues Alexandre Mouthon, Geneva-based senior product specialist for thematic equities at Pictet Asset Management.
Part two of a look at the hype surrounding the ESG theme finds that there are sound reasons to be skeptical about claims that ESG investments outperform the general market.
There’s a growing understanding within asset management that you need to either have scale or a niche specialisation to survive. But Guy Strapp, CEO of Singapore-based asset manager Eastspring Investments, begs to differ. He aims to transform the medium-sized Asia specialist into a global player.
The manager of the Jupiter Global Absolute Return fund, a long-short strategy, explains why the fund tends to make money when markets weaken.
In the face of dire warnings, China appears to be managing its corporate defaults, said Bassam Salem, CEO for Asia-Pacific at Citi Private Bank, and a stronger RMB has prompted the bank to reverse its stance on dim sum bonds.
Targeting a specific level of income in a fixed income fund may lead to taking too much or too little risk, argues Stefan Isaacs, deputy head of retail fixed interest at M&G Investments.
Big data may be a fund differentiator when used in the investment process, but Asia’s fund selectors are uncomfortable with quant strategies, said Deutsche Bank’s head of fund solutions in APAC, Joyce Ngan.
European banks are more healthy than two years ago, and they pay dividends, according to Richard Brown, London-based client portfolio manager at Janus Henderson Investors.
The Whisky Investment Fund, a first of its kind launched in Hong Kong in 2014, has exceed its initial target of $10m, according to a statement from the fund.