A number of fund managers have singled out Vietnam as the most promising frontier market, but a more critical view comes from Ross Teverson, Jupiter Asset Management’s London-based head of strategy for emerging markets.
Category: Asset Class in Focus
How bad news was good for Pictet AM
The recent Facebook data harvesting scandal and new data regulations from Europe that spooked investors turned out to be good news for Nolan Hoffmeyer, Geneva-based co-manager of Pictet Asset Management’s Digital Fund.
Samsung’s bulk limits index-beating funds
Due to the dominance of Korean stock indices by one company, Samsung Electronics, outperforming them is difficult when Samsung does well. Some managers did well despite it.
Loan funds: Active or passive?
A comparison between Invesco’s active and passive senior loan funds shows that ETFs are not always the cheaper and better alternative.
State-owned does not mean safe
Recent defaults on bonds issued by government-owned Chinese companies raise doubts about credit assessment and the notion that state ownership provides a level of security.
Can pharma and biotech ease pain in a financial crisis?
Ten years after the global financial crisis of 2008, FSA notes that pharmaceutical, healthcare and biotech stocks weathered that year better than other sectors.
Are listed family businesses the safer bet?
Concerns about family-owned companies tend to be distorted and data shows they outperform their non-family counterparts, according to Jean Keller, CEO of Quaero Capital.
The promise of absolute return strategies
Absolute return fixed income strategies are meant to be a component of a portfolio that reduces overall risk, according to Alex Johnson, BNP Paribas Asset Management’s New York-based head of multi-strategy for absolute return fixed income.
Invesco Great Wall tops best China fund ideas
Morningstar’s semi-annual report on China’s best mutual fund ideas chose 16 onshore funds based on fund manager experience, consistency in investment process and performance in several market cycles.
Multi-asset: A question of balance
FSA takes a look at top-performing multi-asset funds to see how “balanced” they are. The results might surprise.
