Investors in China should focus on domestic sectors relatively insulated from the tariff war and boosted by recent stimulus measures, says Robeco’s equities head.
Category: Industry views
China’s credit issues limit equity buying
The mainland’s credit bubble has kept Aron Pataki, co-manager of a low volatility mixed-asset fund, away from direct China exposure.
Under the hood of a top-performing US tech fund
The JP Morgan US Technology Fund is tilted toward enterprise companies instead of consumer-focused ones.
SSGA takes aim at ESG data issues
The firm’s new tool aims to refine the plethora of often conflicting ESG data to provide more accurate assessments and improve company engagement.
Hermes finds ESG prospects among small- and mid-caps
There are opportunities for collaboration with smaller firms to meet their sustainable development goals (SDGs) while also enhancing investment returns, according to Hermes small- and mid-cap head Hamish Galpin.
Lessons learned from investment mistakes
Fund managers from BNPP AM, Neuberger Berman, JO Hambro and JPMAM share what they have learned from past investment mistakes.
Mitigating risk in a high yield bond portfolio
Holding bonds with short maturity dates or which are likely to be refinanced will enhance returns and reduce volatility in a sub-investment grade bond fund, according to Insight’s Ulrich Gerhard.
JOHCM focuses on disrupted industries
After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
Fullerton to expand WFOE business
The Singapore-headquartered firm is looking at adding more investment staff and obtaining a QDLP licence.
ASI sets Apac growth plan
Two years after a mega merger, ASI is still light in Asia. Andrew Hendry, head of Apac distribution, explains growth plans in Apac, where he says the industry is starting to change dramatically.
