According to the influential Bank of America survey, only 5% of fund managers now have an overweight position in Chinese equities.
Category: Asset Class in Focus
European equities offer more than a China play
Banks, semiconductors and ‘green capex’ offer some appealing opportunities in Europe.
UOBAM launches Vietnamese equities fund
The United Vietnam Equities fund will be run out of UOBAM’s office in Ho Chi Minh City.
Mutual Fund Top Trumps – Europe inc UK
This week FSA presents a quick comparison of two Europe inc UK products: Ninety One European Equity and T Rowe Price European Equity.
Private credit boom rides high, but investment managers mull if it is sustainable
Private credit is booming but questions remain whether it is sustainable given higher interest rates and the risk of recession.
Pictet AM: ‘We have waited long enough’ on Chinese equities
The Swiss asset manager has downgraded its outlook on China equities to neutral from overweight.
Family offices plan to grow alternatives exposure – Preqin
The alternatives data provider’s report shows a dispersion in planned allocations to alternatives depending on the asset class.
HEAD-TO-HEAD: JP Morgan versus Robeco
FSA compares the JP Morgan Pacific Equity fund and Robeco Asia Pacific fund.
Sage shoots of recovery in Japanese equities
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week Daniel Hurley, portfolio specialist for emerging markets and Japanese equities at T Rowe Price, outlines the case for Japanese equities.
Mutual Fund Top Trumps – Infrastructure
This week FSA presents a quick comparison of two Infrastructure equity products: BNY Mellon and Morgan Stanley.
