Earnings forecast-ability of companies is a key criteria in the economic franchise investing strategy, explains Edward Keating, client portfolio manager.
Author Archives: Fund Selector Asia
The best and the worst funds – September 2017
China ETFs have joined actively-managed funds as the top performers over the past three years.
Video: Franklin Templeton on EM investing
Transparency is an immense challenge when looking at EM small caps, explains Alistair MacDonald, vice president and institutional portfolio manager of Templeton Emerging Markets Group.
Video: T Rowe Price on global fixed income
The mixture of interest rate hikes and cuts globally creates opportunities in fixed income, explains Terry Moore, portfolio specialist in the fixed income division.
HEAD-TO-HEAD: Blackrock vs Legg Mason
FSA compares two Asia fixed income funds: the BGF Asian Tiger Bond Fund and the Legg Mason WA Asian Opportunities Fund.
Fidelity switches to performance-based fee model
Fidelity International is the first major asset manager to make a switch to a “value for money” charging structure. The asset manager will give money back to clients when its funds underperform.
Video: BNY Mellon on income investing
Charles Martin, portfolio specialist for BNY Mellon’s Insight Investment, answers questions on the firm’s short duration high yield strategy.
Is China shaping the future of WM?
Huge “non-bank banks” are about to roll out of China, which is spreading fintech innovation to other parts of Asia, according to venture capital firms.
Greater China Top Trumps – Greater China Equity
It’s JPMorgan vs UBS in a quick comparison of two Greater China equity funds.
BMO eyes more bond ETFs in Hong Kong
ETF adoption is slower than expected in Hong Kong, but the region is ripe fozsr more fixed income ETFs, according BMO GAM.
