Commodity price recovery presents an opportunistic play on some cyclical sectors such as Chinese upstream oil companies, said David Gaud, Edmond de Rothschild Asset Management’s senior fund manager and global investment specialist.
Tag: Edmond De Rothschild Asset Management
Edmond de Rothschild, Samsung ink partnership
The partnership involves Samsung’s forthcoming European high dividend fund.
China’s stimulus measures lift infrastructure-focused funds
Chinese equity funds with a focus on infrastructure have much to cheer about as fiscal measures implemented by the central government start to yield results.
European stimulus implications for markets
What will be the impact of the ECB’s massive stimulus programme, which is about twice the size expected by the market consensus, on various asset classes? Five fund houses weigh in.
