Catalonia’s drive for independence from Spain underscores the growing number of people profoundly dissatisfied with European leadership. However, Paras Anand, Europe CIO of Fidelity International, said his firm has not made any portfolio changes in response.
The evolution in the use of personal credit is driving India’s financial sector, according to Shekhar Sambhshivan, investment director at Invesco Asset Management.
The fixed income market is liquid, but the trigger for a correction is out there, somewhere, according to Eoin Walsh, a partner in portfolio management at Vontobel’s Twenty Four Asset Management.
Investors should be aware of the return drivers of smart-beta products as the criteria that managers use to build these portfolios may be unsophisticated, according to Joel Coverdale, Hong Kong-based managing director for Asia-Pacific at risk management firm Axioma.
Abe’s ruling bloc swept to victory in the snap election on Sunday, suggesting further momentum for the encouraging change in Japanese corporate governance.
European small caps with some family ownership that drop sharply in price are the focus of Quaero Capital’s fund, according to Marc Saint John Webb, a partner at the Geneva-based firm.
The long bull run has led to increasing client interest in alternatives, according to Adam Proctor, head of managed investments and advisory in Asia-Pacific for Citi Private Bank.
The low volatility environment in global equity markets doesn’t necessarily mean investors have become complacent, argues Hui Tai, JP Morgan Asset Management’s managing director and Asia chief market strategist.
Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.
GSAM’s relative value strategy plays on movements between countries rather than typical market dynamics, according to Jonathan Xiong, head of the firm’s alternative fixed income strategies.
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