The UK-headquartered asset manager said it is sanguine on Chinese equities despite last week’s sharp sell-off.
Category: Asset managers
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management’s Antony Creighton.
AllianzGI: Technology stocks and cash aren’t the only game in town anymore
AllianzGI said in its fourth-quarter outlook that investors should not expect the M7 to continue to drive performance.
HSBC AM’s head of multi asset sees market volatility looming
Although recession will be avoided, economies are headed for a bumpy landing, according to Yigit Onat, head of multi-asset, Asia.
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future.
Robeco’s Wim-Hein Pals: Valuations in India are “outrageous”
The lead manager of Robeco’s $1.1bn Emering Markets Equity strategy shares his views on India, China and broader emerging markets with FSA.
M&G’s Cho ‘gung-ho’ on the opportunities in Asia
M&G’s Asia Pacific CEO explains why the firm is ploughing ahead in Asia despite the cost cutting measures announced globally.
Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.
Putnam Investments: EM outlook bright regardless of US election outcome
As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
Global debt levels are concerningly high – an allocation to gold is essential
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers.