A number of fund managers have singled out Vietnam as the most promising frontier market, but a more critical view comes from Ross Teverson, Jupiter Asset Management’s London-based head of strategy for emerging markets.
Category: Industry views
Asian markets and the Trump-Kim Summit
Will the outcome of the historic US-North Korean summit in Singapore on June 12 impact Asian markets? FSA asks Janus Henderson, Barings, Aberdeen Standard and BOS what they think.
How bad news was good for Pictet AM
The recent Facebook data harvesting scandal and new data regulations from Europe that spooked investors turned out to be good news for Nolan Hoffmeyer, Geneva-based co-manager of Pictet Asset Management’s Digital Fund.
Loan funds: Active or passive?
A comparison between Invesco’s active and passive senior loan funds shows that ETFs are not always the cheaper and better alternative.
The long road toward ESG integration
Integrating ESG in the investment process is easier said than done and will vary from one team to another, according to industry sources.
Are listed family businesses the safer bet?
Concerns about family-owned companies tend to be distorted and data shows they outperform their non-family counterparts, according to Jean Keller, CEO of Quaero Capital.
The promise of absolute return strategies
Absolute return fixed income strategies are meant to be a component of a portfolio that reduces overall risk, according to Alex Johnson, BNP Paribas Asset Management’s New York-based head of multi-strategy for absolute return fixed income.
Video: BNY Mellon on global equities
As the long global economic expansion enters the the late cycle, Sebastien Brown, investment specialist shares his views on how to position in global equities.
Video: Columbia Threadneedle on quality growth investing
High growth, rising return companies are often disruptors, which is what Ashish Kochar, co-manager of the Threadneedle Global Extended Alpha Fund, aims to invest in.
Video: Quaero on value investing in Europe’s small caps
Jean Keller, CEO of Quaero Capital, discusses his firm’s value investing strategy that targets family-owned small caps in Europe.
