Fund Selector Asia compares the Macquarie Asia New Stars Fund with the Schroder ISF Asian Smaller Companies Fund.
Tag: Schroders
Morningstar Asia fund reviews and re-ratings – December
Some upgrades for JP Morgan and Schroders; some downgrades for First State and Templeton; in total 15 funds in Asia get rated.
Morningstar fund reviews and re-ratings – October
Management reshufflings have impacted analyst ratings of BlackRock and Henderson products and a Schroders fund gets an upgrade, according to the research firm’s monthly review of funds available in Asia.
Paulson: Alpha through M&A arbitrage
Having a toolkit broader than pure arbitrage and pure spread deals can add alpha throughout the cycle for merger arbitrage funds, said Lawrence Jones, managing director and head of Paulson Asia, an affiliate of Schroders.
Six alternative views: Lawrence Jones, Paulson Asia (Schroders), M&A investing
The fifth alternative view is from Lawrence Jones, managing director and head of Paulson Asia, a Schroders-affiliated company. Jones presented at FSA’s Alternatives Forum in Hong Kong on “Adding alpha through merger arbitrage”. In the video above he answers three questions about investing in mergers & acquisitions.
The FSA Spy market buzz 14 08 2015
Alex Kwan has resurfaced; Mirae expands their comms team; Damien Mooney is inside an ATM machine; change at Hansard; Allianz roams the city-state; Schroders comes clean on Grace Ho and much more.
Europe: little choice other than equities
With bonds trading at low yields, investors seeking income now have little alternative but to turn to European equities, according to James Sym, fund manager for European equities at Schroders.
China’s trading freeze can undermine MSCI inclusion
The recent suspension of trading in 1300 A-share stocks could delay their much-awaited inclusion in MSCI’s emerging market index, fund houses said.
Some fund houses believe Greece outcome containable
Greece’s possible default and exit from the Eurozone will not undermine Europe’s economic recovery, some fund houses say.
Japan dividends share buybacks set to rise
The changes in Japan may also fuel the interest of foreign investors seeking income, Simon Webber, lead portfolio manager for global and international equities, wrote in a research note.
