Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.
Category: Asset managers
A look at Eastspring’s ESG bond matrix
A proprietary, risk-based ESG approach provides downside protection and generates superior performance, according to an Eastspring fixed income fund manager.
Not so ‘sexy’ companies outperform in Asean
While the market is not dominated by tech leaders, investors can find growth opportunities in underpenetrated sectors, such as the consumer space.
Schroders nears full ESG integration
Schroders is nearing complete integration of ESG across its entire portfolio of assets –but it’s not about to stop there, says global head of product, solutions and quant Carolina Minio-Paluello
Schroders turns cautious towards China stocks
The firm’s China mixed-asset product has slightly trimmed down its equity allocation.
Can Asia financials provide growth opportunities?
JP Morgan AM favours some banks in emerging Asia, as well as stock exchanges and insurance firms.
Will the gaming theme continue post Covid-19?
ETFs investing in the video games and e-sports industry have returned around 40% since January.
BNPP AM rolls out long short environmental strategy
The managers of the strategy are also responsible for the firm’s Energy Transition Fund, which was previously a strategy focusing on oil and gas.
Going off benchmark for Japan returns
Investing in the asset class is different from investing in the Japan economy, according to an FSSA IM portfolio manager whose Japan fund has soared above its benchmark and sector.
A look at T Rowe’s tactical bond fund
The product’s defensive hedges were its largest alpha contributors during the first quarter.
