Chinese insurers and specialty financial stocks are at attractive valuations and should eventually post superior returns, according to Kiran Nandra, Pictet AM’s emerging market senior product specialist.
Category: Asset Class in Focus
A themed approach to adding alpha
In the search for investments that bring another layer of performance, thematic funds have the potential to offer investors alpha over the long-term.
Why cash is critical in a China multi-asset fund
UBS Asset Management’s China-focused multi-asset product has reduced cash holdings since last year, but the manager remains neutral.
Robeco sees stronger China trade position
Investors in China should focus on domestic sectors relatively insulated from the tariff war and boosted by recent stimulus measures, says Robeco’s equities head.
China’s credit issues limit equity buying
The mainland’s credit bubble has kept Aron Pataki, co-manager of a low volatility mixed-asset fund, away from direct China exposure.
Under the hood of a top-performing US tech fund
The JP Morgan US Technology Fund is tilted toward enterprise companies instead of consumer-focused ones.
Is the gold slump showing signs of recovery?
A confluence of factors should drive mining company stocks higher, according to Investec’s gold fund manager.
Finding growth outside the Faangs
“Power compounding” growth stocks outperform peer companies on a five-year growth horizon, argues Julian Cook, London-based portfolio specialist at T Rowe Price.
Hermes finds ESG prospects among small- and mid-caps
There are opportunities for collaboration with smaller firms to meet their sustainable development goals (SDGs) while also enhancing investment returns, according to Hermes small- and mid-cap head Hamish Galpin.
Lessons learned from investment mistakes
Fund managers from BNPP AM, Neuberger Berman, JO Hambro and JPMAM share what they have learned from past investment mistakes.
