The French asset manager believes some emerging markets are resilient in the face of global headwinds.
Category: Asset Class in Focus
Five top-performing emerging market equity funds
FSA looks at the five best performing emerging market equity funds of the past 12 months.
Apac real estate investment is under pressure despite economic recovery, report finds
Japan is an exception, where funds say it is the only Apac market where deals can be underwritten on a conventional basis.
MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
UOBAM launches Singapore multi-asset income fund
The investment process incorporates AI techniques to supplement manager expertise.
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
Active managers are underweight Japan despite strong fundamentals: GMO
Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
Five top-performing Japanese equity funds
FSA looks at the five best performing equity funds in Japan during the past 12 months.
The Fed is done – AllianzGI
AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.
Barings’ Horne: This is the most talked about recession that hasn’t arrived
Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.
