Contingent convertible (coco) bonds carry conversion risk but promise high yield with low volatility and diversification, according to Lloyd Harris, London-based fixed income fund manager at Old Mutual Global Investors.
The inclusion of 230-odd China A-shares was a hugely symbolic moment for UK and European investors but the region’s fund industry has failed to get ahead of the curve, with most firms lacking dedicated teams of analysts or products to invest in.
FSA presents photo highlights of its inaugural Discretionary Portfolio Management Morning Briefing Hong Kong 2018, which was held on 19 April at The American Club in Central.
Ned Naylor-Leyland, fund manager at Old Mutual Global Investors tells FSA which precious metal he favours, and where he sees most value.
FSA presents video highlights of its inaugural Discretionary Portfolio Forum, which was held on 17 April at The Fullerton Hotel in Singapore.
FSA presents photo highlights of its inaugural Discretionary Portfolio Forum, which was held on 17 April at The Fullerton Hotel in Singapore.
Old Mutual Global Investors’ global emerging markets fund has become more concentrated since it was taken in-house and handed to the firm’s new GEM team.
Vietnam stands out among frontier markets because of economic growth, favourable stock valuations and abundant natural resources, argues Joshua Crabb, head of Asian equities at OMGI.
Infrastructure in India, curbing pollution in China, and specific smaller tech companies are the most promising investment opportunities in Asia, argues Joshua Crabb, head of Asian equities at OMGI.
FSA compares two US equity products: the Franklin Templeton US Opportunities Fund and the Old Mutual North American Equity Fund.