Despite trading at a 60% discount to the US market, Dale Nicholls, manager of the Fidelity China Special Situations trust, is still cautiously optimistic.
Category: Asset Class in Focus
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
Five Japan funds unscathed by the sell-off
FSA highlights five top-ranked Japanese equity funds that were least affected by the Japanese market volatility.
AllianceBernstein sees value in ‘Magnificent Others’
Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
BEA Union Investment launches global quality bond fund
It will invest primarily in short duration US Treasuries and investment-grade bonds.
SeaTown announces final close of private credit fund
The wholly-owned subsidiary of Temasek’s asset management group has gained over $1.3bn in capital commitments.
Is there any point investing in the US actively?
Few active funds come close to the high returns of the index trackers.
How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive.
Bain & Company: Private markets to make up 30% of AUM by 2032
Private markets AUM estimated to reach $60trn to $65trn by 2032.
Janus Henderson: Only a matter of time before biotech outperforms
The asset manager’s biotech portfolio managers see a strong setup for biotech stocks in the coming quarters.
