Managers of Latin American equity funds have several country options, but just sticking with Brazil would have boosted returns.
Category: Asset Class in Focus
Noah: China’s HNW need to diversify offshore
The New York-listed Chinese wealth manager has also partnered with six family offices in Australia and expects to add staff in Singapore.
Small caps and volatile US equities
There are sound reasons to see increasing US equity risk, but Thorsten Becker, a JO Hambro senior fund manager, argues smaller companies are different.
NB stresses downside protection for euro HY bond funds
Understanding credit risk is the key to managing a high yield euro bond fund, according to Neuberger Berman’s Vivek Bommi.
ASI seeks income through basket of alts
A collection of “unorthodox asset classes” could be one way to squeeze out a sustainable income stream, argues Aberdeen Standard Investments.
China critical risk factor for Asia bonds
China’s slowing GDP growth is the biggest risk for Asia bonds, argues Arthur Lau, head of Asia ex-Japan fixed income at Pinebridge Investments.
M&G snubs fixed income assets
Currently the firm’s mixed asset strategies hold more cash than fixed income, according to Craig Moran, London-based fund manager at M&G Investments.
Buying gold as a dollar bear play
Merian’s gold and silver fund manager believes that the Fed’s U-turn on interest rates will finally drive gold prices higher.
Value Partners hunts inside specific sectors
Facing China’s headwinds, the firm is positive on value plays in three equity sectors that have been beaten down.
Avoiding the UK income trap
Investors in UK equities have been better off sticking with growth funds rather than seeking income, despite a sluggish economy and political turmoil.
