Despite trading at a 60% discount to the US market, Dale Nicholls, manager of the Fidelity China Special Situations trust, is still cautiously optimistic.
Category: Equities
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
Five Japan funds unscathed by the sell-off
FSA highlights five top-ranked Japanese equity funds that were least affected by the Japanese market volatility.
AllianceBernstein sees value in ‘Magnificent Others’
Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
Is there any point investing in the US actively?
Few active funds come close to the high returns of the index trackers.
Janus Henderson: Only a matter of time before biotech outperforms
The asset manager’s biotech portfolio managers see a strong setup for biotech stocks in the coming quarters.
AllianzGI’s new India head shakes up equity strategy
“We want to justify the fee we earn from clients,” Anand Gupta tells FSA in an interview.
AI or IA – Artificial intelligence or an Indian allocation?
Investors shouldn’t ignore the world’s largest democracy with one of the fastest growing economies.
GMO: There is no tech bubble
The firm which has a history of calling market bubbles doesn’t see a market collapse looming.
The fund managers who write short reports on their long ideas
Short reports, or ‘devil’s advocate reviews’ are key to the investment process at this $102bn long-only asset manager.
