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.
Category: Asset Class in Focus
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.
Mitigating risk in a high yield bond portfolio
Holding bonds with short maturity dates or which are likely to be refinanced will enhance returns and reduce volatility in a sub-investment grade bond fund, according to Insight’s Ulrich Gerhard.
Silver is ‘sizzling’, says Merian
Silver mining stocks provide investors with opportunity as physical silver has become very cheap, according to Ned Naylor-Leyland, portfolio manager at Merian Global Investors.
JOHCM focuses on disrupted industries
After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
