Cherry Reynard

Asset Class in Focus 11 Feb 19

First State reduces India equity exposure

Small and mid-caps were cut and the portfolio has a high level of cash, says manager of its Indian subcontinent fund.

Asset Class in Focus 7 Dec 18

Don’t fear India’s Modi, says Pictet AM

The ‘high conviction’ Pictet Indian Equities Fund is focused on financials and technology.

Stewart Investors to change Asia fund managers

Latest News 10 Nov 15

Stewart Investors to change Asia fund managers

Stewart Investors has announced a shake-up of the management of its open-ended unit trust range, with Angus Tulloch and Jonathan Asante handing over managerial responsibility on a number of their funds on 1 July 2016.

High yields on commodity trusts tempt investors

Latest News 20 Oct 15

High yields on commodity trusts tempt investors

There are signs that high yields are tempting investors back to commodities-focused investment trusts, but analysis group Stifel warned that current yields may not be sustainable.

EM fracturing opens door for active managers

Uncategorised 24 Mar 15

EM fracturing opens door for active managers

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.

the move to value

Uncategorised 2 May 14

the move to value

The most recent Merrill Lynch Fund Managers survey found that there had been a significant swing from growth to value. In April, a net 40% of managers believed value stocks would outperform growth stocks over the next 12 months, three times the level in March.

loim launches new asian consumer fund

Uncategorised 28 Apr 14

loim launches new asian consumer fund

Lombard Odier Investment Managers has launched a new fund focused on the Asia consumer, adding to its emerging consumer franchise .

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