Portfolio managers of the EM equities strategy at Ninety One, explain why emerging market equities may be at an inflection point.
Category: Equities
Vanguard: Investors should “temper expectations” on AI
The world’s second largest asset manager Vanguard warns that AI is unlikely to save equities from an economic downturn.
Q2 dividends flat in Apac – Janus Henderson
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
Fidelity’s Dale Nicholls remains ‘cautiously optimistic’ on China
Despite trading at a 60% discount to the US market, Dale Nicholls, manager of the Fidelity China Special Situations trust, is still cautiously optimistic.
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
Five Japan funds unscathed by the sell-off
FSA highlights five top-ranked Japanese equity funds that were least affected by the Japanese market volatility.
AllianceBernstein sees value in ‘Magnificent Others’
Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
Is there any point investing in the US actively?
Few active funds come close to the high returns of the index trackers.
Janus Henderson: Only a matter of time before biotech outperforms
The asset manager’s biotech portfolio managers see a strong setup for biotech stocks in the coming quarters.
