The bounce back in China share prices since the start of the year has been a boon for Hong Kong-focused funds.
Author Archives: Rupert Walker
Brazil outshines broader Lat Am funds
Managers of Latin American equity funds have several country options, but just sticking with Brazil would have boosted returns.
China funds wary of bank stocks
An examination of the holdings of equity funds authorised for sale to retail investors in Hong Kong finds that there is little enthusiasm for China bank shares.
HK manager debuts with ‘new economy’ fund
Macquarie alumni are behind Hong Kong-based Stonehorn Global Partners, which plans its first mutual fund this year.
NB stresses downside protection for euro HY bond funds
Understanding credit risk is the key to managing a high yield euro bond fund, according to Neuberger Berman’s Vivek Bommi.
ASI seeks income through basket of alts
A collection of “unorthodox asset classes” could be one way to squeeze out a sustainable income stream, argues Aberdeen Standard Investments.
HEAD-TO-HEAD: Blackrock vs Pimco
FSA compares the Blackrock GF Euro Bond Fund and the Pimco GIS Euro Bond Investor Fund.
RMB bond funds need a dollar flavour
Index inclusion has sparked investor interest in China’s onshore bonds, but performance has not been impressive.
India funds lag regional rivals
Rising international tensions and domestic policy missteps have restrained India fund performance.
Buying gold as a dollar bear play
Merian’s gold and silver fund manager believes that the Fed’s U-turn on interest rates will finally drive gold prices higher.
