Five investment trust managers, five sectors, five conviction plays
Five investment trust managers share their outlooks and opportunity sets
China
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Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index
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Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors
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Federated Hermes China Equity Fund
In this Fund in Five we speak to Sandy Pei, co-portfolio manager, to look at the fund from five angles and see why investors should consider a dedicated China fund rather than a more general Asia or emerging markets offering.
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Nasdaq ‘steals the show’ as tech dominates performance in first half of 2023
AI boom contributed to the sector returning 24.6% over six months to 30 June
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European equities offer more than a China play
Banks, semiconductors and ‘green capex’ offer some appealing opportunities on the Continent
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India poised to replace China as core emerging market allocation
Alquity’s head of emerging markets Mike Sell explains why unwary asset allocators might get caught out
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Fidelity China trust cuts fees after solid year
Performance was boosted by ‘robust’ stock picking in the consumer space
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Which emerging markets are winners and losers from deglobalisation?
Geopolitics and shifting supply chains are changing the landscape
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Deep dive. Searching for pearls when the world is no longer your oyster
Geopolitical risk factors are exerting a greater force on companies and sectors, but investors still have time to adapt
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Is China’s recovery going to plan or will it drag the global economy down this year?
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm
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BlackRock’s Emily Fletcher: The (EM) roads less travelled
While most emerging markets funds are now largely fixated on China and India, Emily Fletcher and the BlackRock Frontiers team aim to dig out ‘nuggets of growth’ in complex yet fast-growing countries
