Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).

Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).
European investor demand for Asia-focused equity and fixed income strategies may not translate into inflows for Asia-based managers.
One-fifth of EU companies operating in China said they were compelled to transfer technology to maintain access to the Chinese market in 2019.
With at least 32,000 investment products and 4,000 managers servicing the European market, do Asia-based asset managers have a reasonable chance to compete?
European small-caps tend to outperform large caps, but governance needs close watch, according to Andrew Paisley, Edinburgh-based investment director for European smaller companies at Aberdeen Standard Investments.
The private bank has received regulatory approval to operate a wealth management subsidiary in Luxembourg.
Bringing a Ucits fund with an Asia strategy to Europe for distribution is not the best way to enter the market, according to Hendrik Von Ripperda-Cosyn, Value Partners’ London-based country head and senior director for EMEA sales.
Ambitions run high at Harvest, where foreign offices and acquisitions outside of China form part of the firm’s strategy to become the first global Chinese asset manager, said Ashley Dale, chief business development officer at Harvest Global Investments (HGI).
More China-based asset managers are expected to internationalise and target European investors, according to Alessandro Silvestro, Hong Kong-based managing director for Asia-Pacific at Lemanik Asset Management.
Europe’s Mifid II requires Asian fund managers to decide whether to treat European clients differently from others in terms of transparency, investor protection and cost of research.
Part of the Mark Allen Group.