Blackrock’s Andrew Swan is bullish on old economy stocks and cautious about technology, while overweighting China, India and Indonesia in the company’s flagship Asia ex-Japan equity fund.
Category: Industry views
Video: Hermes on US equities
Mark Sherlock, lead portfolio manager, US SMID, Hermes Investment Management, answers three questions about US equities.
Video: Capital Group on fixed income
Eric Delomier, investment specialist at Capital Group, answers three questions on the bond market.
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.
