Capital Group CEO sees mid-sized asset managers getting ‘hollowed out’
Capital Group CEO Mike Gitlin expects smaller boutique firms to survive on satellite allocations and larger firms taking more market share of investors’ core exposure.
Industry views
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China’s great re-rating
Reforms in China will deepen in 2015, spurring a re-rating of the market and creating prime opportunities to invest in emerging industry leaders, said Mansfield Mok, senior fund manager, China equity, at EFG Asset Management.
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OMGI 2015 outlook
China has some juicy catalysts that could drive the mainland markets, which currently have companies with cheap valuations, according to Old Mutual Global Investors.
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Kaan Nazli EM comment
With energy prices sharply weaker and non-agricultural commodities generally under challenge, Kaan Nazli, Neuberger Berman’s senior economist for emerging markets debt, examines the outlook for the developing marketplace.
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Capital Group ACI
In a sponsored viewpoint, Capital Group investment specialist Andy Budden says to consider emerging market multi-asset strategies for more opportunities and greater diversification.
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Sunil Asnani of Matthews Asia on opportunities in the Indian market
India’s widely-anticipated structural reforms are taking the headlines, but investment opportunities are not limited to reform-linked themes, said Sunil Asnani, portfolio manager at Matthews Asia.
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BlackRock bullish on India
India’s “three arrows” are GDP growth, reform and public markets, and despite risks, equities and fixed income look increasingly attractive, according to a trio of BlackRock strategists.
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Matthews Asia on an awakening Japan
According to Yu Zhang, manager of the Matthews Asia Dividend strategies, Japan today represents a particularly interesting investment study for dividend investors.
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Henry Lee interview
Fund Selector Asia talks to Henry Lee, regional head of discretionary wealth management at HSBC private bank, about changes at the bank, his views on asset classes and China opportunities.
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Nikko AM on ASEAN framework
The ASEAN collective investment scheme framework presents certain implementation challenges for fund houses, according to Phillip Yeo, head of product management and development at Nikko Asset Management Asia.
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Global high yield bonds to remain attractive – Robeco
Global high yield bonds are likely to remain attractive due to a low interest environment that is expected to continue, according to David Hawa, client portfolio manager, fixed income, at Robeco.
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Nordea emerging market manager likes India
Fund Selector Asia talks to Jorry Rask Nøddekær, lead portfolio manager of Nordea 1 Emerging Stars Equity Fund about his investment views and strategies on emerging market equities.
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EMs still offering value Mobius
The underlying economic conditions within emerging markets appear to be improving, Mark Mobius said.
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Talking fund distribution with Aberdeen AM
Aberdeen Asset Management’s recent acquisition of Scottish Widows Investment Partnership, and the company’s unwavering focus on market growth, are keeping Abdereen head of business development Nicholas Shaw busy.
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Fund distributor with VAM Fund
VAM Funds international business is growing, with recent major gains in Asia and the Middle East. With Hong Kong next in his sights, Nigel Watson explains why the focus on liquid daily dealing is building momentum and how getting four funds in the top decile is further boosting VAMs impressive profile.
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Fund distributor with Wells Fargo Asset Management
Wells Fargo Asset Management’s mission is to give more clients access to its products. Managing director Ludger Peters is working hard to accomplish that.
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Fund Manager Profile of Mark Mobius
Veteran fund manager Mark Mobius must be one of the most travelled people on the planet, clocking up over 250 days a year on the move, aged 74, and he shows no signs of slowing down.