Capitalising on a changing landscape in China

Thematic investing is particularly appealing for investors looking to tap the far-reaching demographic, environmental and behavioural changes in China in their search for alpha.

Janus Henderson on global real estate

Ecommerce is driving the need for warehouses, which are becoming the new shops of the world, says associate portfolio manager Xin Yan Low.

BNY Mellon IM on high yield investing

The default rate should rise next year, so it’s increasingly important to choose high yield positions carefully, explains Charles Martin, portfolio specialist at BNY Mellon IM affiliate Insight Investment.

Video: Hermes IM on multi-asset investing

Gold and fixed income are attractive in the late cycle environment, but stay away from illiquidity, says Tommaso Mancuso, head of multi-asset at Hermes Investment Management.

VIDEO: MERIAN GLOBAL INVESTORS ON EMERGING MARKETS

Nick Payne, manager of the Merian Global Emerging Markets Fund, identifies opportunities in the China equities markets, despite the disruption of the Sino-US trade conflict.

VIDEO: JUPITER ASSET MANAGEMENT ON LATE-CYCLE INVESTING

Fabrizio Palmucci, manager of the Jupiter Global Emerging Markets Short Duration Bond Strategy, argues that a late-cycle flattening of the US yield curve offers opportunities in short-dated emerging market bonds.

VIDEO: DWS ON THE YEAR AHEAD

Ferdinand Haas, managing director and head of product EMEA & APAC at DWS, sees strong demand for Asian credit supported by massive regional inflows.

Video: M&G on ESG and high yield

James Tomlins, manager of the firm’s Global High Yield ESG Bond Fund, uses three steps when applying ESG to high yield.

BNPP Asset Management on ESG investing

The firm has an ESG validation committee to verify that internal ESG guidelines are followed, according to Jane Ambachtsheer, global head of sustainability.

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FSA Spy

FSA SPY

The FSA Spy market buzz – 27 January 2023

Change at AllianceBernstein, Schroders on China, delisting in Shanghai, mean reversion, HSBC’s ESG conumdrum, Vanguard’s flows, ARK vs Energy, Charles Dickens and much more.