As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. In this week’s Q&A, David Choa, head of Greater China equities at BNP Paribas Asset Management, talks about investment opportunities and the application of ESG criteria to investing in Chinese equities.
US-headquartered asset manager also lays out constructive stance on China equities during fourth quarter outlook.
More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
As investors assess whether the conventional allocation split still make sense, Schroders believes bonds will still provide portfolio benefits even if equity-bond correlations remain positive.
Leading Asia fund selectors identify the opportunities in markets this year.
FSA compares two global sustainable equity products: the Aberdeen Global Sustainable and Responsible Investment Equity Fund and the Alquity Global Impact Fund.
The Frankfurt based asset manager remains cautiously optimistic for its one-year outlook and expects growth rates to normalise at around pre-Covid levels in 2023.
Fidelity International has shown a strong relationship between a company’s sustainability characteristics and historical dividend growth.
While remaining overweight in the equity space, those companies with high quality earnings and strong growth should outperform, says Union Bancaire Privée (UBP).
Axa Investment Managers (IM) believes the recent regulatory actions will not overshadow the long-term growth opportunities in Chinese equities.
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