ALPHA CLUB

Fidelity: China risk for Asian high yield

Fidelity: China risk for Asian high yield

The big challenge for China is deleveraging, according to Bryan Collins, fixed income portfolio manager.

Published : 9, May 2016
Baring AM: Indonesia equities to outperform

Baring AM: Indonesia equities to outperform

Indonesia's equity market is likely to outperform other ASEAN countries, said Soohai Lim, director of Asian equities at Baring Asset Management.

Published : 11, Apr 2016
JO Hambro: Wild market swings signal loss of confidence

JO Hambro: Wild market swings signal loss of confidence...

Rising volatility means investors are losing faith in central bank efforts to lay the foundation for economic recovery, according to Ben Leyland, lead manager of JOHCM Global Opportunities Fund.

Published : 25, Feb 2016
Barings’ Smith unmoved by gloomy sentiment

Barings’ Smith unmoved by gloomy sentiment

Despite falling markets, Robert Smith, manager of the Baring German Growth Fund, not only hasn’t changed his portfolio but he remains optimistic about 2016.

Published : 25, Jan 2016
Jupiter takes risk off to face a volatile 2016

Jupiter takes risk off to face a volatile 2016...

Ariel Bezalel, manager of the Jupiter Dynamic Bond Fund, has been migrating his portfolio to a more defensive posture.

Published : 13, Jan 2016
Financial sector shuffling eases volatility

Financial sector shuffling eases volatility

Guy de Blonay, who manages a financial equities fund for Jupiter AM, reveals two strategic allocation decisions that have helped performance through a year of volatility.

Published : 18, Nov 2015
Cash is prince, if not king: Barings

Cash is prince, if not king: Barings

Barings has made major shifts in equities, slashed bond exposure and increased cash holdings significantly in its multi-asset portfolio, said Khiem Do, head of Asian multi-asset.

Published : 14, Aug 2015
Staying pure when steeped in clean tech

Staying pure when steeped in clean tech

Thematic investing makes it easier for a manager to stray from conviction, but Luciano Diana, co-manager of the Pictet Clean Energy Fund, has a system to keep his fund pure.

Published : 10, Jul 2015
Equity Income: More than just a fashionable theme

Equity Income: More than just a fashionable theme...

Structural trends are driving demand for income globally. While investor focus has been on dividend income, the trend toward equities-for-yield is far from a short-term fashionable topic, argues Piergaetano Iaccarino, head of thematic and disciplined equity at Pioneer Investments, in sponsored commentary.

Fracturing EMs demand active managers, says Wells Fargo

Fracturing EMs demand active managers, says Wells...

As emerging markets continue to splinter it is time to take an active position, says Wells Fargo's Anthony Cragg. Right now his focus is on China, where he believes the greatest EM opportunities lie.

Published : 26, Jun 2015

OTHER STORIES FROM LAST WORD...