A lack of overseas awareness and analyst coverage can play into the hands of specialist fund managers and their underlying investors.
Author Archives: Portfolio Adviser
Guinness GI launches China RMB income fund
EPIC Investment Partners will manage the portfolio day-to-day.
What are the drivers behind India’s ‘sizeable runway’ for growth?
‘In many ways, now should be India’s moment.’
Banking turmoil may not shake Japanese equities, but bears are still plentiful
Economy boosted as pandemic fear eases.
As interest rates peak it’s time for a fresh look at commercial property
With too narrow a focus on bricks-and-mortar investors might be missing out on mispricing opportunities.
HSBC focuses on quality in fixed income to navigate volatility
While weighting to equities upgraded to neutral in firm’s Q2 outlook.
Credit Suisse CoCos wipeout creates opportunity for bond funds amid the chaos
Are reports of the AT1 sector’s ‘death’ exaggerated?
Darius McDermott: Four ways to invest in Japan in 2023
There is no doubt we tend to highlight the negatives and overlook the positives.
Matthews Asia rebrands $565m ex Japan dividend fund
To better reflect the strategy’s total return objective.
