Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
Tag: MSCI World
Emerging market equities: Federated Hermes versus Invesco
As part of FSA’s head-to-head series, we compare the Federated Hermes Global Emerging Markets SMID Equity fund and the Invesco Emerging Markets ex-China fund.
Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation.
BlackRock: Japan is the consensus in narrative, not in positioning
BlackRock’s Yue Bamba tells FSA why he thinks it’s not too late to take a position in Japanese equities.
Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
Active managers are underweight Japan despite strong fundamentals: GMO
Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
Value-hunters to profit from next phase of China growth
Value investing will trump growth-oriented strategies for investors in Chinese equities, says AB.
Mandarin Capital: Larger does not mean better
With greater emphasis being on size rather than returns amid the recent financial rout in Asia, investors are no longer achieving the optimal diversification in their portfolios, Nitin Dialdas, CIO of Mandarin Capital, told Fund Selector Asia.
Dont overlook EM dividends
Roughly 90% of companies represented in the MSCI Emerging Markets Index pay dividends, according to a research note by Capital Group.
