Eric Delomier, investment specialist at Capital Group, answers three questions on the bond market.
Category: Industry views
Video: Eastspring on emerging markets
Samuel Bentley, client portfolio manager at Eastspring Investments, answers three questions on investing in emerging markets.
Five views on Moody’s downgrade of China
Asset managers comment on Moody’s decision to lower China’s sovereign credit rating by one notch to A1 from Aa3, with stable outlook.
Should you worry about the EM consensus?
There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?
The hunt for change
How do you find companies undergoing positive change before the market discovers them? Mikhail Zverev, head of global equities at Standard Life Investments, explains the process.
Deutsche WM expands DPM target
The bank’s Asia wealth management unit has a strategy to increase discretionary business, which Tuan Huynh, head of discretionary portfolio management for Asia-Pacific, believes will not be limited by the parent bank’s restructuring plan.
Asia AMs: regional capabilities are key to global success
Developing regional investment capabilities is the key for Asian fund managers to compete globally, according to CEOs of fund management firms who spoke during Fund Forum Asia in Hong Kong last month.
Don’t look backward with ESG, says East Capital
ESG investing moved on from simple exclusion screening long ago, said Karine Hirn, partner at East Capital.
Eastspring sees room to grow in China, Thailand
Chief executive Guy Strapp, in a sit-down with FSA, talks about the need to expand in China, 2016 results, the recent asset management M&A and fee pressure.
JO Hambro sees buoyant US bank sector
Despite stretched valuations in US equities and some predictions of an all-asset class market crash, Thorsten Becker, senior fund manager, remains optimistic.
