Darius McDermott: Four routes to tap into an emerging market rebound
There is an element of investors having to roll with the punches, says FundCalibre MD
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Chinese equities
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China unleashed as the Year of the Rabbit dawns
A sense of optimism surrounds the country’s prospects as it reopens
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Monks disappoints despite ditching Tencent and Peloton
Baillie Gifford trust ejected 20 firms from its portfolio in the past year
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Gam sharpens focus on Asia equities
Investment director Jian Shi Cortesi will lead a revamped team and take charge of two more funds
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Chinese equities – when political risks override the markets
IA China/Greater China sector had, until recently, consistently outperformed North America, global and emerging markets
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Fidelity China Special Situations doubles index returns since Covid dip
Dale Nicholl’s investment trust returns over 56%
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Investors pick Asia over US as Trump pushes on with trade war
Last Word Research highlights the asset classes fund selectors currently favour
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Investors cool on China despite buoyant returns
The risk of a trade war between China and the US has fuelled investor uncertainty. One fund selector has dropped their only China equity focused fund while another portfolio manager has reduced his China allocation.
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Seneca adds underperforming EM fund to growth portfolio
Seneca Investment Managers has added an underperforming global emerging markets (EM) equity fund to its diversified growth portfolio.
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OMGI outsources Crabb fund to Hong Kong
Old Mutual Global Investors’ decision to outsource management of one its funds to a Hong Kong subsidiary of a Chinese banking giant is a “pragmatic” move that could free up the in-house Asian equities team to focus on their core funds.
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What fortune will the Year of the Dog bring China?
February 16 marks the Chinese New Year, with 2018 welcoming the Year of the Dog. However, while the dog is associated with honesty, faithfulness, and a strong sense of responsibility in the Chinese zodiac, investors will be hoping for a repeat of 2017 – the Year of the Rooster – which saw the MSCI China…
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Blackrock launches AI-driven Chinese fund
Blackrock has launched a China A-Share Opportunities Fund which uses machine learning, big data and artificial intelligence in its investment strategy.