The agricultural sector has been in negative territory for five years, putting specific food and food input companies at attractive valuations, according to Baring.
Category: Asset Class in Focus
Investing in a volatile world
An eventful few months in equity markets globally has thrown up some interesting opportunities for long-term investors in European equities.
Video interview: SLI’s Milligan on risk in 2016
Standard Life Investments’ head of global strategy, Andrew Milligan, answers three questions put to him by FSA.
The bull and bear case for Chinese equities
Switzerland-based Falcon Private Bank has a base case of 0% returns for China equities in 2016.
Axa IM: Commodity price plunge could spark social unrest
The sustained slide in prices puts several EM commodity exporters at risk for political and social instability, the firm said.
Third year of outflows for EM ETPs: Report
In 2015, emerging market equity ETPs had outflows for the third consecutive year, while global ETPs had record high inflows, according to a Blackrock report.
Allianz: Not yet the time for emerging markets
Though the sell-off in emerging markets has made valuations more attractive, Neil Dwane, global strategist at Allianz Global Investors, cautions investors to stay on the sidelines.
Is a Japan overweight a sound move?
Japanese equities are preferred by many investors, but is this tilt driven by yield expectations or because other markets are unappealing?
Asia’s new fund flows double to $535bn in 2015
Total capital flowing into Asian investment products in 2015 hit $535bn, driven by mixed asset funds, according to Strategic Insight data.
China concerns overblown: Matthews Asia
As Matthews Asia launches an Asia ex-Japan Dividend Fund, chief investment officer and portfolio manager Robert Horrocks dispels headline fears over China.
