Value investing will trump growth-oriented strategies for investors in Chinese equities, says AB.
Category: Asset Class in Focus
Private real estate to smoothen multi-asset portfolios
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
Franklin Templeton: investors must seek out the right risk
US small cap and emerging market stocks look attractive compared with so many risky assets across the rest of the equities universe.
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
China weakness paves way for selective upside
A bottoming out of the domestic equity market is stirring some optimism in the internet and consumer sectors.
Nimble investing steers Franklin Templeton to alts
A slightly more stable yet still uncertain outlook calls for agility to find new opportunities.
Real estate cracks don’t erode China’s longer-term investment case
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Greg Hirt at Allianz Global Investors discusses the impact of difficulties in China’s property sector.
Private credit appetite spurs more customised funds
A new report shows investors getting more tailored exposure to this expanding US$1.5trn market amid greater demand.
This top performing value fund still sees ‘chunky upside’ in chip sector
Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
Value funds among best performing Japanese equity strategies year-to-date
FSA takes a look at the best performing Japanese funds year-to-date amid strong inflows into the region.
