The growing appeal of Chinese assets to foreign investors will result in overweight positions in domestic equities and bonds going forward, argues Amundi Asset Management.
Category: Equities
HEAD-TO-HEAD: Franklin Templeton versus Neuberger Berman
FSA compares two US equity products: the Franklin US Opportunities Fund and the Neuberger Berman US Multi Cap Opportunities Fund.
China active funds weather pandemic storm
Technology stock-pickers led the charge in outperforming onshore index-linked funds last year, according to Morningstar.
Emerging markets face headwinds
The biggest problem may be that risk appetite doesn’t revive and they struggle to draw in cautious investors.
Capturing Asian alpha
The region’s comparatively early economic recovery from Covid-19 offers pockets of opportunity for investors, says UBS Asset Management (UBS AM).
Mutual Fund Top Trumps – Emerging markets equity
This week FSA presents a quick comparison of two emerging markets equity products: the Amundi Emerging Markets Equity Focus Fund and the T. Rowe Price Emerging Markets Equity Fund.
Improving dividend picture fails to boost equity income sector
The long-term underperformance of global equity income funds is significant.
Quality counts for investors in Chinese stocks
Despite regulatory and geopolitical headwinds, investors should focus on fundamentals and target industry leaders in key sectors set to seize on the volatility, says Aberdeen Standard Investments.
Time to buy Japanese equities?
Corporate debt is fairly low and companies, on the whole, are managed sensibly and conservatively, according to analysts.
JPMAM turns cautious on Asia stocks
The asset manager sees several headwinds facing Asian equity markets.
