Active China funds struggle to beat markets
Less than half of Greater China funds have outperformed the MSCI China Index year-to-date
Less than half of Greater China funds have outperformed the MSCI China Index year-to-date
Fund managers mixed on whether a comparison to Sars is helpful
Hermes co-head of credit believes ESG mispricing could cause credit spreads to tighten
Analysis reveals S&P indices where equity analysts can add the most value
Contingent convertible (coco) bonds carry conversion risk but promise high yield with low volatility and diversification, according to Lloyd Harris, fixed income fund manager at Old Mutual Global Investors.
Stocks of companies that have stronger balance sheets will benefit more from the current market environment than value stocks, argues Justin Wells, global equities strategist at Old Mutual Global Investors.
Pictet Asset Management multi-asset manager Shaniel Ramjee is avoiding consumer staples and telecommunications as they have accumulated too much debt.