China is a bad place to invest for structural and macro-economic reasons, especially since a global economic downturn is on the horizon, argues contrarian Brendan Mulhern, real return strategist at Newton Investment Management.
Category: Industry views
Does Catalonia raise EU risk?
Catalonia’s drive for independence from Spain underscores the growing number of people profoundly dissatisfied with European leadership. However, Paras Anand, Europe CIO of Fidelity International, said his firm has not made any portfolio changes in response.
The elusive bond market shock
The fixed income market is liquid, but the trigger for a correction is out there, somewhere, according to Eoin Walsh, a partner in portfolio management at Vontobel’s Twenty Four Asset Management.
Japan corporates squeeze out `cozy relationships’
Abe’s ruling bloc swept to victory in the snap election on Sunday, suggesting further momentum for the encouraging change in Japanese corporate governance.
Video: Aberdeen Standard Investments on European small caps
Dale MacLennan, investment director for equities, says in the small cap world, higher risk does not equal higher return.
Video: Janus Henderson on healthcare equities
Adam Johnson, senior product specialist, explains the potential pitfalls when investing in the healthcare sector.
Video: Legg Mason on multi-sector investing
Brian Kloss, portfolio manager and head of high yield for Legg Mason affiliate Brandywine Global, says small caps should do well and the dollar will likely appreciate when the US reverses QE.
Citi: Clients taking beta off the table
The long bull run has led to increasing client interest in alternatives, according to Adam Proctor, head of managed investments and advisory in Asia-Pacific for Citi Private Bank.
RWC sees EM strategy driving Asia growth
The UK-based boutique firm believes its emerging markets strategy, which includes an investment team in Singapore, will be a driver of Asia growth.
What to avoid when investing in Europe
Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.
