A number of fund managers have singled out Vietnam as the most promising frontier market, but a more critical view comes from Ross Teverson, Jupiter Asset Management’s London-based head of strategy for emerging markets.
Category: News
Hermes aims to go beyond ESG data
Relying on the ESG ratings provided by external researchers is not the most effective way to use ESG in the investment process, according to Leon Kamhi, head of responsibility at Hermes Investment Management.
Invesco gains, Blackrock loses in FE 100 changes
Management shuffling and performance are behind some of the most recent changes in FE Advisory Asia’s list of top 100 recommended mutual funds.
Asian markets and the Trump-Kim Summit
Will the outcome of the historic US-North Korean summit in Singapore on June 12 impact Asian markets? FSA asks Janus Henderson, Barings, Aberdeen Standard and BOS what they think.
How bad news was good for Pictet AM
The recent Facebook data harvesting scandal and new data regulations from Europe that spooked investors turned out to be good news for Nolan Hoffmeyer, Geneva-based co-manager of Pictet Asset Management’s Digital Fund.
Morgan Stanley eyes majority stake in China JV
Morgan Stanley intends to increase its stake in the joint venture Morgan Stanley Huaxin Fund Management to a majority interest.
Samsung’s bulk limits index-beating funds
Due to the dominance of Korean stock indices by one company, Samsung Electronics, outperforming them is difficult when Samsung does well. Some managers did well despite it.
HEAD-TO-HEAD: Invesco vs Morgan Stanley
FSA compares the Invesco Global Structured Equity Fund and the Morgan Stanley Global Opportunity Fund.
The FSA Spy market buzz – 08 June 2018
A change at M&G; Naming fund companies; Emerging markets and timing; Sage advice from the 1990s; Singapore with Trump and Kim; advertising from Pictet, Vanguard and CSOP and much more.
Columbia Threadneedle to close Taiwan funds
Columbia Threadneedle Investments (CTI) intends to end its master agent relationship and terminate the sales of 13 fund products in Taiwan.
