The lead manager of Robeco’s $1.1bn Emering Markets Equity strategy shares his views on India, China and broader emerging markets with FSA.
Category: Industry views
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.
Citi PB: Apac family offices ahead of the game
Asia Pacific is leading the way in family office best practices and leadership transition readiness, according to an industry survey.
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.
Are index funds a reliable investment strategy?
Index providers are in the business of selling indices, not investment strategies – but trillions of dollars are invested in funds tracking them.
Why Federated Hermes is overweight frontier market debt
The emerging asset class is “credit at its best” according to Mohammed Elmi, emerging market debt senior portfolio manager at Federated Hermes.
GMO: Japanese small caps now in crosshairs of TSE
Japanese small cap stocks stand to disproportionately benefit from corporate governance reforms which have been a tailwind for large caps, according to fund managers at GMO.
Vanguard: Investors should “temper expectations” on AI
The world’s second largest asset manager Vanguard warns that AI is unlikely to save equities from an economic downturn.
