The firm is also overweight cash and it believes most fixed income assets do not have attractive returns.
Category: Asset Class in Focus
Commodity bets ride on divergence and change
Commodity prices have experienced wild swings over the past few years, and investors in commodity funds have had to be risk-tolerant.
TT International hunts for China themes
The London-headquartered firm is also planning to expand its client base in Asia to include wholesale investors.
China bond funds rally in 2019
Offshore renminbi-denominated bond funds have staged a recovery so far this year, benefiting from a weaker US dollar.
The problem with growth investing
Investors may find better opportunities in dividend-paying companies than growth stocks, argues Newton IM’s Nick Clay.
A look at Asia tech overweights
Only two products out of roughly 5,000 mutual funds available to Hong Kong and Singapore investors have overweights in the four Asia tech heavyweights.
Russia’s resurgent funds defy headwinds
Russia’s stock market performance during the past three years has been resilient despite the external pressures of US-EU sanctions and fluctuating commodity prices.
ESG goes beyond risk management, says Hermes
ESG ratings typically do not account for management efforts to improve, and companies with poor scores may be worth a closer look.
First State reduces India equity exposure
Small and mid-caps were cut and the portfolio has a high level of cash, says manager of its Indian subcontinent fund.
Can Thailand fund’s surprising run continue?
The Templeton Thailand fund has so far weathered two decades of turmoil to stand out as a single-country out-performer, but this year there are risks on several fronts.
