Client investments in emerging market currencies, equities and sovereign bonds have been hit by greenback’s unexpected rebound .
Trend growing for Chinese asset managers to launch Ucits or alternative investment funds in Europe.
Integrating ESG into the investment process is easier said than done and will vary from one team to another, according to industry experts.
Pictet Asset Management’s Digital I fund has benefited from the collapse in Facebook’s share price after data scandal and introduction of the General Data Protection Regulation (GDPR).
While technology stocks globally are still expected to perform well in 2018, fund selectors should be particularly careful with sector picks in Asia, according to Deutsche Asset Management.
Known as an eternal emerging markets optimist, Mark Mobius, chairman of Templeton Emerging Markets Group, nonetheless told FSA about times when he is wary, and recalled an investment mistake.
Valuations of some technology stocks have sky-rocketed in recent, sparking comparisons with the tech bubble at the turn of the millennium. Is this time different?
About 61% of all emerging market funds are holding positions in Samsung, according to an Evestment report. Any company misstep could have a widespread impact.
China’s growth outlook is expected to improve between 2017 and 2021, but the country’s rising debt level skews the figures and raises strong concerns, according to the International Monetary Fund.
History indicates that a market correction in Asian equities is likely within the next three months, but investors shouldn’t stay away as the long-term outlook is positive, argues JP Morgan’s Hui Tai.