How do you find companies undergoing positive change before the market discovers them? Mikhail Zverev, head of global equities at Standard Life Investments, explains the process.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Deutsche WM expands DPM target
The bank’s Asia wealth management unit has a strategy to increase discretionary business, which Tuan Huynh, head of discretionary portfolio management for Asia-Pacific, believes will not be limited by the parent bank’s restructuring plan.
Don’t look backward with ESG, says East Capital
ESG investing moved on from simple exclusion screening long ago, said Karine Hirn, partner at East Capital.
Eastspring sees room to grow in China, Thailand
Chief executive Guy Strapp, in a sit-down with FSA, talks about the need to expand in China, 2016 results, the recent asset management M&A and fee pressure.
FE Advisory Asia Portfolio review – March 2017
The firm’s cautious portfolio was up again in March for the third consecutive month, according to Luke Ng, senior VP of research at FE Advisory Asia.
JO Hambro sees buoyant US bank sector
Despite stretched valuations in US equities and some predictions of an all-asset class market crash, Thorsten Becker, senior fund manager, remains optimistic.
Mercer’s hunt for managers
Mercer’s Amit Popat explains the firm’s fund manager selection process and discusses what strategies he’s recommending to clients in the low rate environment.
China bull Rothman: Doomsayers have got it wrong
Capital controls? No financial industry impact. Currency manipulator label? Not a problem. Matthews Asia investment strategist Andy Rothman presents his bullish views on China.
Mercer: Baked-in optimism warrants portfolio review
Equity markets are priced for positive scenarios and investors should now review portfolios with an eye on currency denomination and cash holdings, said Garry Hawker, partner and director of strategic research for growth markets.
Thai regulators continue to shape investment industry
A new mandatory provident scheme and stronger disclosure rules will impact asset and wealth managers, according to Kittikun Tanaratpattanakit, senior research analyst at Morningstar Thailand.
