Provides access to A- and H-shares
While the US equity market generally depends on domestic US economic circumstances and usually leads global equity markets, we have just witnessed how Brexit unnerved most capital markets, despite the fact the UK economy contributes less than 4% to global...
Falling commodities weaken sentiment
Global uncertainty since Brexit
Diversifying client base in UK
The threats to global equities: Contagion from China, slower growth, depreciating currency and increasing debt
After a long period of upward trending equity markets, the last ten months have been a harsh reminder for active equity managers of what uncertainty can do to stock prices. We have witnessed large swings in terms of general sentiment as well as factors...
Architas Multi-Manager's Nathan Sweeney asks has the market taken its eye off the ball when it comes to China?
Positive return prospects for asset class
Fears over Chinese currency
MSCI decided not to include A-shares in EM index
Electric vehicles (EVs) are on the cusp of a wave of adoption in China following the government's new electric vehicle volume target as it attempts to battle air pollution, writes HyungJin Lee, manager of Baring Eastern trustn.
Partnered with Harrington Cooper
Need to depreciate currency
Investment trust managers are showing renewed appetite for unlisted companies as a way of "differentiating themselves" from competitors, as they also hunt for fresh opportunities in a low-growth environment.
Called the era a 'bubble'
Further improvements needed
China's recent stimulus might be boosting sentiment, but the rise in overall debt is creating serious problems and is likely to lead to a financial crisis in the coming years, argues Justin Onuekwusi, multi-asset fund manager at Legal & General Investment...
Challenges more significant than outcome of Brexit vote
Mike Riddell, fixed income portfolio manager, Allianz Global Investors
GDP growth in China for Q1 2016 hit a record low of 6.7% following a 21 consecutive quarterly downward trend. However, there are other economic indicators that may suggest the macroeconomy is showing signs of stabilisation, writes Miller Guo, CEO of GF...
Response to demand
Reduces blue-chip holdings
Lawrence Gosling talks to Capital Group's Jody Jonsson, manager of the New Perspective strategy, about China's prospects, why Amazon is reasonably valued, and the attraction of tech start-ups for graduates.