Investors should seek bottom-up alpha in emerging markets, says William Blair’s Vivian Lin Thurston.

Investors should seek bottom-up alpha in emerging markets, says William Blair’s Vivian Lin Thurston.
The asset manager has picked Taiwan to launched its first active equity ETF vehicle.
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
He replaces Manon Breuvart, who is returning to the Paris office.
As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
Nick Shen joins the US firm from BlackRock.
Taiwan was the exception to the trend of net outflows from Asia ex-Japan sustainable funds in the first quarter of this year, Morningstar finds.
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
The wealth manager’s CIO favours AI beneficiaries and backs China and India.
Direxion leverages up without China, Taiwan is happy with active ETFs, Fidelity rolls out the crypto red carpet, The death of stock pickers is exaggerated, Warnings from Denmark, and Happy Chinese New Year.
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