Gam sharpens focus on Asia equities
Investment director Jian Shi Cortesi will lead a revamped team and take charge of two more funds
Asia
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Grace Yan: The rising fortunes of Asia’s small-caps
Four important developments should provide momentum for the asset class
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Lessons learned: John Bennett on why ‘investing is not a religion’
Janus Henderson’s director of European equities warns against making binary calls
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Where are the opportunities as Asia’s ESG revolution gathers pace?
Green AUM in the region forecast to hit $500bn by 2025
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Ewan Markson-Brown: ‘Long-term growth investing works better in Asia than most other markets’
Crux Asia ex-Japan strategy is less tech-heavy than his former Baillie Gifford fund, with punchier positions in materials and commodities
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Crux AM hires two analysts to boost Asia expansion
Move sees former Baillie Gifford India, China and Southeast Asia specialists reunited with Ewan Markson-Brown
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Crux nabs top performing Baillie Gifford manager for Asian equities push
Ewan Markson-Brown hire ‘quite a coup for Crux’ but fund buyers reckon he needs a strong team behind him
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The bulls in China’s shop: the Asian economies taking a slice out of China
‘The policy environment is supportive of a recovery in corporate profitability across many parts of Asia that have lagged for a long time’
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Andrew Swan: ‘Don’t invest in Asia simply because it has higher rates of economic growth’
Video: Man GLG head of Asia ex-Japan equities explains real driver of equity returns in Asia is corporate profitability
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China star Tiffany Hsiao and deputy managers exit Matthews Asia
‘She really knew her stuff so definitely a loss to Matthews’
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Polar emerging market team boosts ESG credentials with Newton hire
Naomi Waistell spent 10 years at Newton in the emerging market and Asian equities team
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Darius McDermott: Ignore Asia dividends at your peril
Two-thirds of the long-run equity returns in the region have historically come from dividends