Overshadowed by the US presidential election last week was a “bold and historic” move by the Indian government to ban 500 and 1000 rupee currency notes, which is expected to be “transformational” for the economy in the medium term, asset managers said.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
China should brace for US election fallout, say AMs
The Chinese press has been remarkably quiet on the new US president, but asset managers are weighing in on what they see as the negative impact of Trump’s protectionist views.
The next US president is an issue in Asia, sort of
Many investors in Asia are not positioning portfolios for the US election and instead will wait until concrete policies with a chance of getting approved are rolled out.
The Brexit debate: What exactly do we know?
As the British government struggles to trigger an exit from the European Union, fund distribution heads at some of the biggest names in the industry share their thoughts on the implications for their UK and European operations.
HEAD TO HEAD: Invesco vs the Global Equity sector
FSA compares the Invesco Global Structured Equity Fund with the Hong Kong International Equity sector.
China – the source of fintech disruption?
Disruption of the fund industry through fintech is likely to come from mainland China, according to ICI Global.
GSAM sees `expansion phase’ where others see stagnation
Risk assets remain attractive as central banks shift policy and investor sentiment based on market fundamentals starts to return, said Neill Nuttall, co-chief investment officer of the global portfolio solutions group at Goldman Sachs Asset Management.
Report: Chinese investors focus squarely on return
Consultant Z-Ben Advisors believes that if Vanguard were to come onshore tomorrow with its current strategy, it would not have much traction because returns are more important than low fees in China.
Gold ETFs continue to surge
Gold, commodities and Latin American equities have been the best performing ETFs this year and worst performers have been linked to UK markets, according to FE data.
A New Approach to Multi-Asset Investing
In today’s low yield environment, traditional approaches to asset allocation may fail to provide adequate returns and may not protect investor portfolios in critical phases. The need to build more genuinely diversified portfolios is essential to enhance returns and protect against excessive drawdowns. In essence, a new approach to multi-asset investing is needed.
