Fund manager picks – Asia ex Japan equities
A trio of managers talk outlooks, sectors and interesting stocks as the coronavirus bites
A trio of managers talk outlooks, sectors and interesting stocks as the coronavirus bites
Having a ‘quirky numbered name’ has done no harm to Twentyfour Asset Management
Investing in private markets could solve problem of ESG for bond investors
The unwinding of QE puts a shine on gold for those worried about future purchasing power issues
Scope’s top small asset manager Comgest outperforms group’s top large manager Kepler-Fonds, according to Morningstar data
Richard Haxe joins as managing director of European client group from Wellington Asset Management
The move to expand Luxembourg-domiciled fund range comes at a time when many asset managers are rejigging their international distribution strategies as Brexit looms.
With the eurozone currently experiencing deflation, inflation-linked bonds are probably not the first thing on the mind of investors. However, as Brent crude is now back at $48, the only way for inflation is probably up. So should investors start thinking about protecting their portfolios against price rises?
The SLI GARS fund was the best-selling mutual fund in Europe in November, taking in €1bn in net new money. However, there are multi-strategy funds that perform much better.
In part two of a video interview, Andrew Summers explains why he is a big believer in alternative investments, and reveals a couple of his favourite funds in this area.
In this video interview, Andrew Summers, head of fund selection at Investec Wealth & Investment, talks about his fondness of funds with a strong manager at the helm.
Active managers are under fire from all sides. Regulators in the Nordic countries are leading the attack on closet trackers, and cheaper ETFs are eating market share. Fund selectors are looking on this favourably, though the asset management example is not followed by the wholesale sector in every European country.