The term ‘Asian Century’ entered common usage in the 1980s, as a way of describing the region’s anticipated economic dominance in the 21st century, writes Sunny Bangia, portfolio manager at Antipodes Partners.
Is this a sign that European investors should back away from fixed income?
To grow its sovereign strategies offering in emerging and frontier markets
Chinese property and Thai banks are garnering interest
It plus two other funds are available in the UK, Germany and Italy with Switzerland expected to follow shortly
‘A cookie-cutter approach to real estate development, ownership and management will no longer work’
Cash allocations expected to drop as investors look to deploy capital
Morningstar’s head of manager selection, Ruli Viljoen, picks funds expected to deliver over the long term
Money pulled from sectors that served portfolio managers well last year
‘The green revolution is very metal-intensive’
Pockets of excessive valuation mean that it could be better in investors’ growth portfolios, one manager argues
Fiscal balances which averaged surplusses of 9% are expected to turn to annual average deficits of 3-4%
