FSA compares the Blackrock GF Asian Dragon Fund and the First State Asian Growth Fund.
Lombard Odier gets liquid; revival at Man; waffle at J Safra Sarasin; Google teases BlackRock; M&G on Russia; Magellan rides high; Natixis goes big and much more.
Three recent fund choices reflect Standard Chartered Private Bank’s views on the overweights it made a few weeks ago, said Steve Brice, chief investment strategist for group wealth management.
BlackRock is seeking to capitalise on the reforms in the Chinese market with the listing of its China A-share exchange-traded fund on the London Stock Exchange.
The European equity market has been in the spotlight since late last year when the European Central Bank (ECB) first announced intentions to launch the massive stimulus programme that began in 2015.
Certain European equities have some life in them, but nearly a quarter of European sovereign debt offers a negative yield, according to BlackRock.
Multi-asset income and European equities are the favoured investments themes for Karen Tan, director and head of global wealth solutions in Asia-Pacific at Deutsche Asset and Wealth Management.
The “breathtaking strength” in US jobs growth has created conditions that demand a rate hike, argues Rick Rieder, chief Investment officer of fundamental fixed income at BlackRock.
Fund manager performance will be increasingly scrutinised as the investment environment moves into a tougher post-crisis phase, according to separate reports from Mercer and BlackRock.
China’s equity markets are expected to be volatile, but opportunities can still be found in select sectors, said Helen Zhu, head of China equities at BlackRock.