Russian equities have way outperformed other key markets and yet remain comparatively cheap.
Category: Industry views
Hermes focuses on price
Low interest rates should boost funds that seek undervalued stocks rather than chase potential earnings growth, according to Hermes Asia ex-Japan head.
Matthews Asia increases HK exposure
The firm believes that there is a value play among beaten-down Hong Kong stocks.
US specialist ETF firm eyes Asia
Acquired by Mirae Asset Global Investments last year, Global X has begun promoting its products in the region.
Video: Franklin Templeton on emerging markets investing
The firm’s EM multi-asset strategy is defensively positioned due to interest rate and currency risks, explains Subash Pillai.
Will Amundi’s stack of thematic funds get traction?
The firm is betting that Singapore investors will like five more thematic products that will sit alongside the glut of themed funds launched this year.
Video: Hermes IM on multi-asset investing
Gold and fixed income are attractive in the late cycle environment, but stay away from illiquidity, says Tommaso Mancuso, head of multi-asset at Hermes Investment Management.
St James’s Place readies move into DPM in Asia
David Bellamy, chairman of the UK wealth manager, discusses Asia growth, a new discretionary business, Neil Woodford and other matters.
Video: Aviva Investors on multi-asset investing
Francois de Bruin, manager of the Sustainable Income & Growth Fund, takes a bottom-up approach to multi-asset income, guided by ESG factors.
Video: Vanguard Investments on return assumptions
Although the outlook for return assumptions across asset classes has been lowered, Vanguard product specialist Andy Ng identifies specific opportunities.
