Schroders’ Skanberg: Tightening will benefit European and Asian equities
European and Asian equities stand to benefit from rising bond yields and inflation as the economy moves further through the quantitative tightening cycle, according to Schroders European equities manager Martin Skanberg.
Are regional emerging market funds making a comeback?
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
Asian equities defy Trump
Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.
OMGI continues Asian equities push with investment director appointment
Old Mutual Global Investors has added to its Asian equities roster with the recruitment of an investment director.