Most investment into Japan goes into the more famous names, but local companies are undergoing the real revival, says Shigeka Koda, CEO of Singapore-based Four Seasons Investments.
Category: Asset Class in Focus
What’s different 10 years on?
FSA asked wealth and asset managers to summarise what has changed with their own work since Lehman Brothers collapsed on September 15, 2008.
How Milltrust selects its managers
Flagship funds do not really express a fund manager’s investment conviction, argues Simon Hopkins, Singapore-based CEO at Milltrust International.
Bringing ESG into multi-asset investing
ESG-focused investing has evolved beyond exclusion and across asset classes, opening the door for multi-asset strategies to incorporate ESG analysis, according to M&G Investments.
Watch governance with small caps, says ASI
European small-caps tend to outperform large caps, but governance needs close watch, according to Andrew Paisley, Edinburgh-based investment director for European smaller companies at Aberdeen Standard Investments.
Bosera/ASI to launch EM bond fund
China’s Bosera and Aberdeen Standard Investments have filed an application to sell an emerging market bond fund under the Mutual Recognition of Funds (MRF) scheme.
Focus on US regional banks, says Manulife AM
Easing regulations for smaller lenders and M&A activities will drive US regional bank equities, argues Ryan Lentell, Boston-based portfolio manager at Manulife Asset Management.
BMO Global aims at wholesale market
In Hong Kong, the Canadian firm recently launched an actively-managed balanced fund that invests in ETFs, as management sets its sights on the wholesale market.
China reversal hits entire category
All 100-plus funds in the SFC-registered China equity category are negative year-to-date, according to FE data.
Is India the better bet in Asia equities?
First State Stewart’s Alistair Thompson explains why Asia’s best opportunities do not include the standard regional heavyweights such as Alibaba, Tencent or Samsung.
