In this video interview, Andrew Millington, Standard Life Investments investment director of European equities, talks about near-and mid-term risk and opportunities in European equities.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
RMB and SDR: symbolic or practical?
China’s RMB is widely expected to be included in the IMF’s currency basket, but the event seems to be more about national pride than market impact.
SLI adjusts fund to VW impact
Volkswagen’s emissions scandal has implications for European automotive sector equities, said Andrew Millington, Standard Life Investment’s investment director of European equities.
Is making Japan Post private a game changer?
The November IPO of Japan Post could prove to be a transformative event because it has the potential to activate the country’s retail investor base, according to WisdomTree Europe.
Asia’s ESG fund flow is an anomaly
Developed Asia’s socially-responsible funds had investment outflows over time compared to inflows for other regions, Morningstar has found.
RMB inclusion gets support from IMF head, US
China’s bid to have the renminbi included in the IMF’s Special Drawing Rights basket now has support from the head of the IMF and the US Treasury Secretary.
The BRICs acronym was all marketing
Treating the BRIC nations as a single investment bloc “was a triumph of marketing over economic analysis,” said Kevin Gardiner, Rothschild WM’s global investment strategist.
Morningstar fund reviews and re-ratings – October
Management reshufflings have impacted analyst ratings of BlackRock and Henderson products and a Schroders fund gets an upgrade, according to the research firm’s monthly review of funds available in Asia.
Eurozone equities are the place to be, says Rothschild
Sentiment in Europe remains strong despite headwinds, but the firm explains why it prefers equities over bonds.
Russia’s RDIF gets $500m top-up
The Kuwait Investment Authority has doubled its investment with the state-run RDIF for investment in Russia.
