The fund research firm’s report emphasises an ad hoc investment process highly dependent on its founder fund manager.
Category: Equities
HSBC PB adjusts asset allocation strategy for recovery
The bank is overweight on cyclical sectors and favours emerging markets.
Is it finally the era of Asian dominance?
With so much attention on the rise of China, many investors often overlook India.
Net outflows from Chinese equity ETFs continue
Hong Kong-domiciled ETFs tracking onshore and offshore Chine indices have suffered year-to-date outflows of $400m and $200m respectively, according to Morningstar.
Impact investing should be ‘mission-driven’, Regnan says
Ex-Federated Hermes team is bringing its new impact strategy to Asia. Regnan is also hiring Fidelity PMs to manage a sustainable water and waste strategy.
Tech, Greater China dominate global equity fund flows in 2020
Will the themes continue to outperform in 2021?
EM funds should focus on ESG, RWC says
Within emerging markets, the firm is positive on technology disruption, financial inclusion, new auto tech, health and fitness, infrastructure development, education and sustainable energy.
T Rowe Price launches China equity fund in HK
The fund is one of two products managed by the US firm recently authorised by the Securities and Futures Commission (SFC) for sale to retail investors.
LGT tilts towards risk assets
The end-game for the pandemic this year will boost non-US cyclical equities, according to the bank’s investment strategist.
Spotlight On: Equities
Fund selector Asia presents Spotlight On – a multi-faceted, deep dive into investment themes and asset classes
