Investors in China should focus on domestic sectors relatively insulated from the tariff war and boosted by recent stimulus measures, says Robeco’s equities head.
Author Archives: Rupert Walker
GSAM reduces EM bond exposure
Worsening US-China trade tensions have caused the firm to scale back holdings of risky assets including emerging market debt.
Is the gold slump showing signs of recovery?
A confluence of factors should drive mining company stocks higher, according to Investec’s gold fund manager.
Tech-heavy funds vulnerable to Huawei escalation
Mutual funds with substantial exposure to the technology sectors have been casualties of the US clampdown on Huawei.
Thailand funds boosted by economic recovery
Thailand single-country equity products have posted strong long-term returns as the country now awaits the result of political horse-trading.
Global dividends hit Q1 record
Payments rose an underlying 7.8% in the first quarter year-on-year to $263.3bn, led by North American companies, according to the latest Janus Henderson Global Dividend Index report.
Hermes finds ESG prospects among small- and mid-caps
There are opportunities for collaboration with smaller firms to meet their sustainable development goals (SDGs) while also enhancing investment returns, according to Hermes small- and mid-cap head Hamish Galpin.
Gao Teng and Futu Securities launch HK internet cash management product
The two firms join forces to offer Money Plus, an app that can transfer cash to a WeInvest money market fund.
GSAM partners DBS and HSBC for fund sales
Goldman Sachs Asset Management (GSAM) has forged an agreement with the banks to distribute GSAM’s funds to retail investors in Hong Kong.
Hong Kong and Netherlands sign MRF agreement
The Securities and Futures Commission (SFC) and the Dutch Authority for Financial Markets (AFM) have entered into a memorandum of understanding (MoU) on mutual recognition of funds (MRF).
