After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
Author Archives: Rupert Walker
HEAD-TO-HEAD: Blackrock versus Threadneedle
FSA compares two UK equity products: the Blackrock GF United Kingdom Fund and the Threadneedle UK Select Fund.
JPMAM set for control of China JV
It seems that barring a sudden policy reversal by local regulators, JPMAM will soon become the first foreign firm to own a majority stake in a China asset manager.
Greater China equity funds boosted by TMT exposure
The best performing Greater China equity funds over the long-term have made substantial allocations to the TMT sector.
JPMAM finds value in emerging market dividends
Distributing dividends to shareholders is a tangible signal of good governance in emerging market companies, according to JP Morgan Asset Management fund manager Omar Negyal.
Sharpest China funds for volatile times
President Trump’s latest threat to increase tariffs on Chinese exports could trigger a phase of market volatility which should emphasise the importance of risk-adjusted returns.
Indosuez WM poaches advisory head from UBS
Woo Ting May has been hired as head of investment advisory at Indosuez Wealth Management in Singapore.
Fidelity remains bullish on China assets
Fidelity’s Asia multi-asset funds have raised their exposure to China A- and H-shares since the start of the year, doubling down on a “contrarian” switch to China high yield bonds.
The role of water in stock selection
Investors should consider the interaction between water, energy and food as a guide to future costly environmental regulation, according to T Rowe Price.
Bullish Invesco positions bond fund for trade deal
A perfect storm of a US-China tariff deal, renminbi appreciation, investment inflows and domestic reforms will drive Chinese bond prices higher, according to co-manager of the Invesco Asian Bond Fund.
