Some of the biggest actively managed China equity funds have not kept up the pace with the rally in Chinese markets year-to-date.
Author Archives: Abraham Darwyne
Goldman Sachs: Gold to hit $3000 by 2025 year end
Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.
These China ETFs are outpacing the S&P 500 year-to-date
A handful of ETFs tracking Chinese equities are outpacing the S&P 500 index year-to-date after breaking out of multiyear lows.
AXA IM’s Houle: US HY still attractive despite tight spreads
Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.
China is no longer cheap or oversold: TT International’s Robertson
The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
Eastspring cautious on global equities, favours gold
The Singaporean investment manager has shifted from overweight to neutral on global equities as it expects volatility in the fourth quarter.
Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
Asian equity funds overtake global markets
A rise in China, India and Taiwan markets has helped propel Asia ex Japan equity funds ahead of their global peers on a trailing six-month basis, according to data from FE fundinfo.
AllianceBernstein’s Hogbin: ‘We’ll still be talking about cash on the sidelines a year from now’
AllianceBernstein’s global head of investments tells FSA where the firm is focusing resources over the next twelve months.
Why analysts drive this $75bn US equity strategy
Instead of traditional portfolio managers, 30 analysts are allocated capital and given freedom to invest in stocks within their respective sectors.
