Artificial intelligence, blockchain and big data create a lot of buzz, but many fintech opportunities lie in old technologies, such as banks’ core systems that are in desperate need of updating, argues Partick Lemmens, senior portfolio manager at Robeco.
Asset managers selling Ucits products in Asia are now subject to new Mifid II rules, which will force decisions on their strategy for research, said Maurice Meijers, CEO of Robeco Singapore.
A downgrade for a Blackrock product and upgrades for Robeco, T Rowe, Xtracker, Parvest and two Fidelity funds, according to the firm’s monthly note to clients.
Hong Kong’s equity market is likely to see a slowdown in mainland investment next year due to some new regulations and the proposed US tax reform could hit the technology sector, said Victoria Mio, co-head of Asia-Pacific equities and chief investment officer for China at Robeco.
FSA compares the Henderson Horizon Global Property Equities Fund and the Robeco Property Equities Fund.
Downgrades for Fidelity, Franklin and Investec products and upgrades for two Pimco funds in the firm’s monthly note to clients.
FSA compares the Pimco GIS Global High Yield Bond Fund and the Robeco High Yield Bond Fund.
FSA compares the Comgest Growth Emerging Markets Fund and the Robeco Emerging Stars Equities Fund.
FSA asked several professionals from asset management firms for their view on the MSCI’s upcoming decision to include China’s A-shares in its emerging market indices.
FSA compares the JP Morgan Asia Equity Dividend Fund with Robeco Asian Stars Equities Fund, which incorporates ESG in its process.
Part of the Mark Allen Group.
