The Covid-19 pandemic will accelerate structural shifts already underway and confirm long-term investment themes, according to Axa Investment Managers.
Author Archives: Rupert Walker
Working from home: Robeco
Jack Neele, portfolio manager for global consumer trends at Robeco, answers a few questions about how he has been working from home.
BEA Union adopts Hong Kong OFC structure
Hong Kong’s Securities and Futures Commission (SFC) has authorised BEA Union Investment to launch an Apac fixed income product structured as an “open-ended fund company” (OFC).
Fidelity files for China onshore licence
The US asset manager has applied to China’s regulator for a licence to access the country’s retail investor market.
HSI shakes up benchmark
The Hang Seng Index (HSI) will include Greater China companies with dual-share class structures and secondary listings from August in response to overwhelming demand.
Pictet promotes digital theme
Enforced online working, shopping and playing has given a boost to the evolution of the digital economy, according to Pictet Asset Management.
HEAD-TO-HEAD: JGF-Jupiter versus Pictet
FSA compares two international environmental equity products: the JGF-Jupiter Global Ecology Growth Fund and the Pictet Global Environmental Opportunities Fund.
Gao Teng launches Asia high yield Ucits fund
The Dublin Ucits is the first by the Hong Kong asset management joint-venture between Tencent and Hillhouse Capital Group.
Alternative strategies to ease portfolio risk
Private banking professionals at Citi, DBS, Deutsche Bank, HSBC and UBS identify diversification benefits from alternative investments.
JPMAM remains cautious in mixed-asset strategy
Multi-asset funds are meant to provide protection when a particular asset class tanks, but struggle to achieve their promise when normal asset class correlations break down.