Less than half of Greater China funds have outperformed the MSCI China Index and only one is positive year-to-date.
Category: Asset Class in Focus
ASI buying Apac quality stocks
As markets undergo wild swings, there are opportunities in companies with solid balance sheets and structural growth models at depressed valuations, according to Aberdeen Standard Investments.
Citi PB: Review, but stay the course
Extreme market volatility is a time to reaffirm portfolios, says the private bank, which sees a U-shaped recovery in 2020.
HEAD-TO-HEAD: Jupiter versus MFS
FSA compares two European equity products: the Jupiter European Opportunities Fund and the MFS Meridian European Research Fund.
Multi-asset funds attract flows in Asia
Multi-asset products have gained popularity in most markets across Asia-Pacific, according to a report this week.
A look at BNPP’s concentrated China fund
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.
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.
