Investing by your religious conviction; Contrarians at Fidelity are looking at cars; Matthews Asia sees a Chinese catalyst; S&P Global’s SPIVA scorecards; Ninety One on emerging markets; Jefferson and much more.

Investing by your religious conviction; Contrarians at Fidelity are looking at cars; Matthews Asia sees a Chinese catalyst; S&P Global’s SPIVA scorecards; Ninety One on emerging markets; Jefferson and much more.
Dividends in Asia Pacific ex-Japan fell in 2024, while Japan saw its dividend growth exceed all other major stock markets.
Baillie Gifford’s David Henderson explains why the growth manager is just getting started in the region as it gets approval for the new office.
First-quarter dividends in Asia Pacific ex-Japan rose 2% on an underlying basis, according to the latest Global Dividend Index from Janus Henderson.
BNP Paribas AM hires, Nordea AM loses, Fund failures galore, PIMCO’s AI wariness, Manulife’s goes Robo-AI, The buyback march, Apple’s mistake and much more.
Dimensional’s new fixed income, Janus Henderson ponders AI, Alibaba disappoints with cloud, The debt pendulum swings, Hong Kong’s new Academy, ESG withers and much more.
The bank favours the Hang Seng Technology index over the broader main indices.
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index.
Chinese stock carnage; Cheap in Russia; When is defence an ESG play? Kangaroo market; Inflation bonanza; Reasons to sell; Russian company exits; Advertising from Janus Henderson; and much more.
Non-fungible token ETF; Broadridge’s ESG predictions; Moody’s alternatives joy; China’s new VC venue; Lombard Odier is hiring; Alibaba’s pain continues; Microsoft boss’s cash in; advertising and much more.
Part of the Mark Allen Group.