Secker likes valuations in emerging markets, which are underpinned by improving fundamentals. It suggests the shunned asset class is well worth considering.
The firm’s multi-asset team has a high conviction call on US banks, which some investors see as a contrarian view, according to Craig Moran, deputy portfolio manager at M&G Investments.
We present highlights from the Fund Selector Asia Growth Forum in Singapore, held on 31 May at the Swissotel.
SLI fund manager Neil Slater will become the firm’s CEO of Japan.
Recent high yield bond market gains may dwindle due to volatility and weak global growth, according to Nicolo Carpaneda, investment director.
M&G goes equity; Nordea AM comes of age; Buffet wisdom vs Buffet performance; Navigator vs iFast; Global debt in real time; Brexit and the movies; PIMCO and Google; and much more.
Industry sources say that the Federal Open Market Committee’s decision to increase interest rates by 0.25% tilts their preference toward developed market equities and the banking sector.
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.
M&G Investments has confirmed that Andrew Hendry, the firm’s managing director of Asia, will be stepping down from his position by the end of this year.
This week’s Head-to-Head sees the Fidelity Strategic Bond Fund take on the M&G Optimal Income Fund.