However, a concentration in China’s tech giants will become more common, according to an Invesco fund manager.
Category: Equities
Do impact investments hold up in a crisis?
A healthcare company providing glucose monitoring for diabetes patients, which Hermes includes in its impact fund, saw its share price surge 70% this year.
China Q1 fund flows surge
Strong net fund inflows in China belied the trend elsewhere in Apac during the first three months of 2020, says a Broadridge report.
Going off benchmark for Japan returns
Investing in the asset class is different from investing in the Japan economy, according to an FSSA IM portfolio manager whose Japan fund has soared above its benchmark and sector.
Axa remains confident about Asia secular trends
The Covid-19 pandemic will accelerate structural shifts already underway and confirm long-term investment themes, according to Axa Investment Managers.
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.
SSGA warns on recent stock recovery
The firm has a preference for US large-caps over small-caps and European equities.
How a top China small cap fund reduces risk
A ‘healthy dose of paranoia’ has helped Tiffany Hsiao keep her fund top of the heap over multi-year periods.
Will Asia outperform globally?
The region is expected to be the first to recover from the pandemic, but investors are still cautioned from being too optimistic of the markets.
Pictet WM warns on pandemic themes
Not all companies in the healthcare and IT space are benefitting from the coronavirus outbreak.
