Negative headline news about China has resulted in good A-share companies trading at low valuations, says Robert Horrocks, chief investment officer and portfolio manager.
Category: Video interviews
Video: Franklin Templeton on China’s real opportunities
Beyond the noise, innovative EM companies are taking market share from developed market rivals, says Alistair MacDonald, vice president and institutional portfolio manager for emerging market equities.
Video: Jupiter Asset Management on EM debt
Fabrizio Palmucci, the firm’s product specialist for fixed income and multi-asset, explains how the strong US dollar is influencing EM debt opportunities.
Video: T Rowe Price on global equities
Even if global growth slows, Nicholas Beecroft, portfolio specialist in the firm’s equity division, says growth companies are “on the right side of dramatic change” – which is often driven by tech innovation.
Video: Goldman Sachs AM on EM equities
After outperforming in 2017, EM equities have been down this year. Hiren Dasani, managing director and co-head of emerging markets equity at Goldman Sachs Asset Management, explains how he is weathering the storm.
Video: JP Morgan AM on long-term Asia investing
Governance is perhaps the most important factor when investing in Asia for the long-term, according to Alexander Treves, head of investment specialists for Asia, emerging markets and Asia-Pacific equities at JP Morgan Asset Management.
Video: Robeco on investing in disruptive change
Ed Verstappen, client portfolio manager, looks for opportunities in trends that have long-lasting effects.
Video: UBS AM on China’s onshore bonds
Opportunity is in the more liquid onshore bonds, says Yii-Hui Wong, portfolio manager at UBS Asset Management.
Video: A closer look at the Aeronautics Fund
An alternative fund that involves aircraft and engine leasing offers portfolio diversification and addresses a burgeoning global business, according to Laurent Biousse.
Video: Unigestion on alternative risk premia
Joan Lee, investment manager at Unigestion, believes its time to expand into commodities.
