Active China funds struggle to beat markets
Less than half of Greater China funds have outperformed the MSCI China Index year-to-date
Author: Francis Nikolai Acosta
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Does the coronavirus represent a buying opportunity?
Fund managers mixed on whether a comparison to Sars is helpful
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Static ESG data is mispricing companies
Hermes co-head of credit believes ESG mispricing could cause credit spreads to tighten
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How much should managers pay for research?
Analysis reveals S&P indices where equity analysts can add the most value
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Coco fund offers bond diversification
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.
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OMGI shifts from value to quality
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.
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Pictet AM: Safe defensive sectors no longer safe
Pictet Asset Management multi-asset manager Shaniel Ramjee is avoiding consumer staples and telecommunications as they have accumulated too much debt.