James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.
Category: Asset Class in Focus
Buy the dip in Japan: Julius Baer
Any near-term volatility in Japanese stocks is an accumulation opportunity, says the Swiss Private Bank Julius Baer.
BlackRock is overweight select emerging markets
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals.
US equity market outperformance is set to reverse – Charles Schwab’s Kleintop
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
Massive flows into Japanese funds
There were four times as many flows in January than in the previous month, according to Morningstar.
Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
KKR closes $6.4bn Asia Pacific Infrastructure Investors II Fund
The fund is the largest pan-regional infrastructure fund to have been raised for Asia Pacific, according to KKR.
Which funds are exposed to Chinese property?
Morningstar data shows that 15 funds available for distribution in Hong Kong and Singapore were exposed to China’s troubled property sector at the start of the year.
Pictet AM: There is no rush to allocate to bonds
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
