No-one is suggesting China is anything but volatile but things are starting to get interesting.
Author Archives: Portfolio Adviser
What next for China after president Xi consolidates power?
Recent history has shown how successful sectors can be cut down to size at the whim of the government.
BlackRock to close Asian equity fund
The strategy is no longer open to new investors, and will shut early in the new year.
The rising fortunes of Asia’s small-caps
Four important developments should provide momentum for the asset class.
Gam sharpens focus on Asia equities
Investment director Jian Shi Cortesi will lead a revamped team and take charge of two more funds.
Asset manager under fire for ties with ‘anti-ESG’ group
Sponsors of the group are accused of supporting climate denial.
What did Q2 earnings season tell us about the economy?
Sceptics warn better-than-expected numbers do not reflect inflationary pressures.
Axa Investment Managers’ global head of multi asset departs
Serge Pizem is leaving to ‘pursue new professional challenges’.
Hong Kong regulatory boss to become new FCA chair
Ashley Adler spent decades at top City law firm much like his predecessor Charles Randell.
Morningstar’s Mike Coop: Are markets heading from boom to bust?
Cryptocurrency craze reminiscent of speculative mania that created the dotcom bubble
