Five funds that offer solid exposure to China
Morningstar’s head of manager selection, Ruli Viljoen, picks funds expected to deliver over the long term
Asia
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Rival Emerging Markets gaining ground on China
Money pulled from sectors that served portfolio managers well last year
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Are we on the cusp of a commodities super-cycle?
‘The green revolution is very metal-intensive’
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China returns from the cold
But delivering growth last year does not diminish lack of ESG and threat of US market shutout
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Hong Kong boutique asset manager plans Europe expansion
Makes strategic hire based in Switzerland
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What does 2021 have in store for investors?
DWS CIO expects European stocks to lag while five climate themes will benefit from rising commitments
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Allure of Asia ex-Japan equities strengthened in Q3
Experts at Amundi Asset Management, RWC Partners and Matthews Asia weigh in
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Newton hires co-leads for EM and Asian equities strategies
Duo co-managed the Axa Framlington global emerging markets funds
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Asian investors see China as a ‘standalone’ market
Majority agree it is now too big to be absorbed into the broad emerging market asset class
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Downbeat Dutch investors drawn to bonds
But one portfolio managers says equities could be a better bet going forward – just maybe not US
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Japan and Hong Kong spur green bond market development in 2019
Japan’s issuance jumped to $7.4bn while Hong Kong’s, as a financial centre, fell to $10bn
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Tactical moves in times of volatility – Matthews Asia
Fund managers talk to Expert Investor about their manoeuvres