Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending.
Author Archives: Portfolio Adviser
Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’.
Global dividends hit record as European equities and banks lead the way
Total payouts rose 4.9% on a headline basis, according to research from Janus Henderson.
Five top-performing EM funds with the lowest exposure to Chinese equities
BNY Mellon, Franklin Templeton and JP Morgan funds all make the grade.
A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corne van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan.
IA China/Greater China sector tops returns in July
Eight of the 10 highest-performing funds came from the sector, with Matthews China returning 10.43%.
Abrdn set to fold New Dawn trust into Asia Dragon
Circular to shareholders expected to be published in September.
Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors.
CIO Philipp Baertschi: Why we are overweight alternatives and gold
Philipp Baertschi discusses where he is seeking opportunities across asset classes.
Vietnam: A rising star in emerging markets
Could one of Asia’s fastest growing economies be due an upgrade from its frontier-market status?
