The coronavirus appears to have passed peak infection in China, according to the fund manager, who explains her strategy and how China’s ‘transformative’ companies have been an alpha source.
Category: Asset Class in Focus
Asia credit finds favour in down market
Cheap relative valuations, technical factors and regional policy actions support Asian corporate bonds, according to experts.
Don’t fear a global sell-off, Fidelity says
The firm favours attractively valued markets, such as emerging markets and China — and the UK.
DWS sees opportunity in China’s waste
After the coronavirus spread is under control, the firm believes China’s focus will turn to increasing investment in sanitation and waste treatment.
Investors seek security with fixed income
The collapse of global stock prices has delivered a sharp jolt to fund categories that had been buoyed by optimism at the start of the year.
T Rowe Price finds value in China
The recent turbulence in China and other parts of Asia represent a buying opportunity, says a fixed income fund manager at the firm.
Time to rotate out of crowded US defensives?
Cyclical stocks have become more attractive, argues Pinebridge Investments.
UBS stays with Asian equities outlook
It’s little surprise that Apac markets are negative for the year, but UBS Wealth Management stands by the forecast of double-digit company earnings growth.
JPMAM sticks with Asia growth conviction
The coronavirus outbreak is not a reason to deviate from a conviction in the region’s structural transformation, according to portfolio manager Joanna Kwok.
Thematic funds warning
It is important for investors to understand if a theme is a valid strategy for the long-term or just a short-term fad, according to a Morningstar report.
