Investing in Japan
Sophia Li, Portfolio Manager at FSSA Investment Managers, believes the Japan market has plenty of investment opportunities to choose from and valuations are more attractive after the recent market sell-off.
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Nick Hornby: Three investment trends for the next 35 years
Video: Cerno Capital founder on the opportunities in alternative protein, blockchain and space
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Why should Investors allocate to China as an asset class
Krane Share Head of International, Xiaolin Chen, explains why now is the time to invest in China. With 2021 regulation reform, investors can harness more long-term investing opportunities in a now more regulated and solid framework.
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The key for China’s continued growth and sustainability is balance
Jerry Wu, manager of the Polar Capital China Stars Fund, talks about China’s shift away from ‘robber baron’ capitalism to a more inclusive capitalism as the Communist Party seeks to move the country on to the next stage of its social and economic development. He also gives his thoughts on some of the growing pains China is now…
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Calum Bruce: Why we’re shifting away from offices towards retail warehouses
Video: Ediston Property Investment Company manager says the ‘death of the office’ has been overexaggerated
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Ashish Swarup: Why strategy trumps AUM growth for our fund
Video: Former First State manager on setting up his own boutique and how capacity constraint is vital for his EM fund
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Simon Martindale: Large property portfolios will struggle to meet net zero targets
Video: Mayfair Capital portfolio manager on why unwieldy property portfolios bring challenges on decarbonisation
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Sam Witherow: ‘The harder you fall, the higher you bounce’
Video: JPMAM Global Equity Income fund manager on why dividends are returning and the importance of not overreaching for yield
