Announcement comes after several high-profile departures from the group since 2017
We asked investment professionals from Stratton Street, Jupiter AM, Standard Life Investments and OMGI to reveal a past investing mistake and explain what they have learned from it.
Mercer’s Amit Popat explains the firm’s fund manager selection process and discusses what strategies he’s recommending to clients in the low rate environment.
Nikko’s effort to integrate Eurasia Group’s political risk analysis into its investment strategy is about two years old. Robert Samson, Nikko’s senior portfolio manager for multi-asset investing, explains how it has been working.
The Chinese press has been remarkably quiet on the new US president, but asset managers are weighing in on what they see as the negative impact of Trump’s protectionist views.
Donald Trump has won the US presidential election, riding a wave of global anti-establishment sentiment in a Brexit-like manner, upending the status quo. Republicans also won a majority in both the Senate and House of Representatives.
Thai equities have mostly recovered after plunging in the wake of the death of the King. But some sectors remain vulnerable to further downside as uncertainty remains.
The lending organisation had strong words about difficulties in “critical areas”, while Rhodium Group warned that wealth management products are behind shadow financing that is driving “unsustainable” economic growth, creating conditions similar to those that led to the 2007-2008 global financial crisis.
As headline risk rotates from Brexit to the US presidential election in November, research analysts are weighing in on what could happen.
The outlook for emerging markets is becoming more stable as falls in currency, oil and other commodity prices – added to a soft landing for China – continue to ease, argues Tai Hui, chief market strategist Asia at JP Morgan Asset Management.