Asset management CEOs were also optimistic on China at the private wealth sessions during the HSBC Global Investment Summit.
Tag: China
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.
The FSA Spy market buzz – 21 March 2025
Invesco managing the futures, Blowback and artificial intelligence, Attention spans and longevity, BlackRock’s gold is shining, Markets rise and fall and rise, Taking a driverless taxi and much more.
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.
State Street: Recessions odds have increased
The asset manager has been dialling down its high yield exposure on rising recession risks.
M&G launches China corporate bond fund
The M&G (Lux) China Corporate Bond Fund expands the asset manager’s global fixed income offering to external clients.
State Street: Apac ETFs set to grow 30% in 2025
ETFs in Asia Pacific are expected to increase by 30% this year, according to a State Street report.
Janus Henderson: Dividends in Apac declined last year
Dividends in Asia Pacific ex-Japan fell in 2024, while Japan saw its dividend growth exceed all other major stock markets.
Eastspring: Asia bonds offer value
Investment grade Asian bonds provide high income in volatile times, says portfolio manager Rong Ren Goh.
Allspring looking to add to China equities position
Allspring Global Investments’ multi asset team are also underweight the US dollar.
