Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
Author Archives: Abraham Darwyne
Five top-performing Japanese equity funds
FSA looks at the five best performing equity funds in Japan during the past 12 months.
The Fed is done – AllianzGI
AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.
China’s stimulus starts to take effect, latest GDP figure shows
Investment firms are encouraged by China’s latest Q3 GDP figures, which came in at 1.3% quarter over quarter versus 0.5% in Q2.
Five top performing Vietnam-focused funds
FSA highlights the top performing funds in one of the fastest growing economies in the Asia Pacific region.
Barings’ Horne: This is the most talked about recession that hasn’t arrived
Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.
Why this region is becoming a compelling story for global bond investors
Fund managers at Invesco and abrdn share why they are particularly bullish on the Indian bond market.
Nuveen: Allocating more to cash is a mistake
Nuveen’s chief investment officer urges investors to embrace late-cycle opportunities as the economic clock winds down.
The only US funds beating their benchmarks
Only two actively managed US mutual funds registered for distribution in Hong Kong and Singapore are beating their benchmark over a five-year period.
Amundi’s Iaccarino: Avoiding the ESG premium
The head of equity solutions explains investors could compromise returns if they fall into the trap of tunnel vision.