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.
Category: Industry views
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.
China is off the map for Latin American investors
Capital controls, regulatory changes and slowing economic growth are concerning to Latin American investors, according to Mariano Sardáns, CEO of wealth management firm FDI – Gerenciadora de Patrimonios in Buenos Aires.
Video: OMGI on yield and income opportunities
Michael Sullivan, investment director for fixed income at Old Mutual Global Investors, answers questions on the risks to EM debt, high yield and CoCo bonds.
Deutsche AM joins China optimists
Push aside concerns about grave threats to China’s economy, it is going to do well in 2017, according to Sean Taylor, chief investment officer for Apac at Deutsche Asset Management.
At GSAM, EM optimism runs high
A commodity price recovery and a resilient India should help sustain a rally in EM equities, according to Goldman Sachs Asset Management’s chief investment officer of emerging markets equity, Prashant Khemka.
Video: Legg Mason on income investing
Wontae Kim, a research analyst at Legg Mason subsidiary Western Asset Management, explains objective-driven income investing.
Mercer’s hunt for managers
Mercer’s Amit Popat explains the firm’s fund manager selection process and discusses what strategies he’s recommending to clients in the low rate environment.
Video: Schroders on absolute returns
David Philpotts, head of research on the QEP investment team, answers three questions on managing volatility.
A talk with Blackrock’s Andrew Swan
The firm’s Hong Kong-based manager explains his core investment philosophy and why he sees financials as the next big value opportunity in Asian equities.
