The most recent Merrill Lynch Fund Managers survey found that there had been a significant swing from growth to value. In April, a net 40% of managers believed value stocks would outperform growth stocks over the next 12 months, three times the level in March.
Category: News
Backrock launches Asia Special Situations fund
BlackRock has launched a special situations fund focusing on what it calls tomorrows winners in the evolving Asia ex Japan market.
Expert Investor forum Hong Kong 15 May
Expert Investor Forum will be held at the Four Seasons Hotel, Hong Kong on 15 May 2014.
Compelling case for higher risk emerging markets
BY: RICHARD TITHERINGTON , CIO, EMERGING MARKETS , JP MORGAN AM
Political uncertainty and currency volatility have been flashpoints for emerging markets this year as sell-offs initially triggered by concerns about economic stability and the outlook for growth have been prolonged by geopolitical events.
Eastspring’s Rountree aggressive on Asian cyclicals
Eastspring Investments global strategist Robert Rountree is betting aggressively on Asian cyclical stocks due to their cheap valuations and also favours consumer discretionary companies.
Managers gamble on Asian casino stocks
Asian equity fund managers are investing heavily in gambling stocks in Macau as a consumer play.
How to run a successful Asia fund from London
Jonathan Pines is proving critics wrong that you can run a successful Asian fund from London.
loim launches new asian consumer fund
Lombard Odier Investment Managers has launched a new fund focused on the Asia consumer, adding to its emerging consumer franchise .
Threadneedle rolls out first locally managed fund
Threadneedle Investments has rolled out its first Asian fund to be managed by its local investment management team in Singapore.
First State beefs up Asia institutional team
First State Investments has created two new roles within its Asia institutional business development team.
