China’s consumer-led growth trajectory will endure despite the current problems, and there are still investment opportunities in key sectors, according to Newton Investment Management.
Tag: Newton Investment Management
The problem with growth investing
Investors may find better opportunities in dividend-paying companies than growth stocks, argues Newton IM’s Nick Clay.
A themed approach to unlocking EM value in 2018
Among the opportunities in emerging markets this year, theme investing, as well as China deserve a closer look, according to Rob Marshall-Lee, investment leader in the emerging and Asian equity team at BNY Mellon-owned boutique Newton Investment Management.
Why is Newton IM bearish on China?
China is a bad place to invest for structural and macro-economic reasons, especially since a global economic downturn is on the horizon, argues contrarian Brendan Mulhern, real return strategist at Newton Investment Management.
In case you missed it – Fund News Updates
Harvest launches an ETF in China; Malaysia’s Am Invest rolls out a feeder fund; Schroders completes acquisition of PE firm Adveq; Willis Towers Watson creates APAC financial solutions role; GAM poaches from Schroders for Japan sales role; Newton Investment Management introduces new management structure; and more…
Newton’s theme-based investment philosophy
High-level macroeconomic themes are the basis for Newton’s investment management strategy, according to Paul Brain, investment leader for fixed income at the London-based firm.
Bullish outlook for EM debt
Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.
