Disease and debt now – dispersion later?
Current environment presents opportunities for hedged strategies, such as long/short equity
Sentiment
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Q&A: Mark Baribeau – Jennison Associates
The head of global equity at PGIM company Jennison talks volatility, outlooks and opportunities
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European investors hit the brakes on Japanese equity funds
As experts reveal how investment strategies seek to outperform long term in Japan
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Why are European equity funds seeing investor sentiment tumble?
Despite ESG equity funds outperforming, European investors are downbeat on the asset class
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Europeans lead the way in sustainable investing
As Asia Pacific investors lag behind
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Navigating a path for Japanese equities
VAT hike and monetary easing set to hit banking and auto stocks as investors plot strategies to counter impact
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Fund groups warned of falling asset prices
An EU committee has suggested that some firms need to sharpen their Brexit contingency planning
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What does Brexit mean for European fund managers?
Asset managers in Europe have their businesses positioned for a ‘no deal’ Brexit, writes Dippy Singh With Brexit looming, European fund managers are continuing to evaluate how the UK’s departure from the trading bloc will affect their operations and portfolios. Ahead of the UK leaving on 31 October, deal no deal, fund managers across continental…
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Italian political turmoil sparks bond volatility
An analysis by Fidelity International finds that political changes ‘may bring opportunities at attractive prices’
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Selectors expect to raise EM holdings amid US-China trade war
Emerging markets and Asia ex Japan equities most popular asset classes for fund buyers, data shows
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How should investors rev up for the electric car revolution?
As costs come down there could be 40 million electric vehicles on the roads by 2030, according to RobecoSAM
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China still best bet in Asia for ‘quality’ firms
The US-China trade war is a just short-term disruption to China’s long-term growth story, according to a fund manager