How GMO’s $29bn Quality Strategy has managed to outperform for decades
Tom Hancock, head of focused equity and portfolio manager of the firm’s $29bn quality strategy, tells FSA how it has managed to consistently outperform and where he currently sees opportunities.
Wellington CEO: The single riskiest asset class could be the S&P 500 index
Asset management CEOs were also optimistic on China at the private wealth sessions during the HSBC Global Investment Summit.
M&G launches new China fund
The M&G (Lux) China Fund is available to professional investors across Asia.
How an early bet on China paid off for Lazard AM’s emerging markets strategy
Lazard AM’s head of emerging markets James Donald tells FSA about the firm’s positioning in China.
Fidelity: Contrarian approach unearths value in overlooked Asian names
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
Allspring looking to add to China equities position
Allspring Global Investments’ multi asset team are also underweight the US dollar.
Hang Seng Bank reports profit increase
The Hong Kong bank has enjoyed a growth in new retail accounts and affluent clients.
Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.
Abrdn’s China Financial Conditions Index hits 10-year high
The UK-headquartered asset manager’s closely-watched China Financial Conditions Index is at its highest point in a decade.
Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024.
Five China funds that beat the S&P 500 last year
FSA looks at the best performing China equity funds of last year.
Schroders backs Asian equities
Private banks and unloved Hong Kong stocks are among the asset managers picks.
Lion GI partners with China Merchants FM for ETF launch
The new ETF will list on SGX in December and also a feeder ETF on the Shanghai Stock Exchange by March 2025.
Ruffer: China equities could be ‘the best contrarian allocation’
The British boutique asset manager known for focusing on capital preservation has turned bullish on Chinese equities.
AXA IM: Chinese equities are not cheap anymore
Macroeconomic challenges still persist in China and need to be addressed, according to AXA IM’s Asia chief investment officer Ecaterina Bigos.
Active China equity funds lag amid breakout month
Some of the biggest actively managed China equity funds have not kept up the pace with the rally in Chinese markets year-to-date.
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FSA SPY
The FSA Spy market buzz – 25 April 2025
BlackRock’s optimism; Capital Group’s globalisation perspective; GSAM is supervising; Jupiter is running hard to stay still; Alphabet’s cash spigot; Silver linings; Nasdaq rallies and much more.
