Not only do current levels of valuation dispersion suggest that value has plenty of upside – it can also offer protection in frothy markets, according to Schroders.
Category: Equities
HEAD-TO-HEAD: Fidelity versus FSSA
FSA compares two India equity products: the Fidelity India Focus Fund and the FSSA Indian Subcontinent Fund.
Allocating to equities through an earnings lens
Despite general bullishness on the economy for the second half of 2021 and beyond, investors need to focus on corporate earnings, according to T. Rowe Price.
Getting ahead of the China growth curve
Investors should look beyond the lull in Chinese stocks and boost exposure to A-shares to reap growth-related rewards over time – and before index providers catch up, says Schroders.
China set for core role in global portfolios
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.
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.
