10 February 2015
Haiyan Li-Labbé, greater China analyst at Carmignac Gestion, highlights the many drivers that could eradicate the differences in price between local and overseas-listed Chinese companies in 2015
09 February 2015
Mirabaud's Daniel Tubbs looks at why managers are dubious about China.
04 February 2015
02 February 2015
Mark Williams, co-manager of the Liontrust Asia Income fund, explains why the peak of the bull run in Asian equities is not even close and the region’s dividend culture is here to stay.
02 February 2015
Neptune Investment Management is set to make a number of changes to its investment approach following a comprehensive review of the business, with the aim of improving performance.
29 January 2015
The impact of China’s slowing growth on the wider Asia region continues to worry investors in 2015. Yet pockets of opportunity have appeared recently, as the continued decline in the oil price boosts importers. Here, fund managers tell Investment Week about their favoured stocks, countries and contrarian plays.
27 January 2015
AXA Investment Managers has launched an investment strategy allocating to small- and mid-cap Chinese A-shares in an effort gain exposure to an untapped area of the market.
26 January 2015
Fiercely competitive but plagued by shaky logistics, China's e-commerce market differs wildly from the West. Diam Asset Management's Motoshi Nagai gives an inside look at the burgeoning sector.
26 January 2015
Dale Nicholls, portfolio manager of the Fidelity China Special Situations fund, explains why the fixation on China’s headline growth figures needs to stop in order to focus on the country’s reform agenda and e-commerce opportunities like Alibaba
20 January 2015
Former Ignis manager Diamond Lee is to take the reins of the $100m Old Mutual Greater China Equity fund.
19 January 2015
The Shanghai Composite has closed down 7.7% this morning, its biggest loss in over six years, after a crackdown on margin lending at domestic brokerages.
15 January 2015
Indian equities stood out in Asian trading overnight after the Reserve Bank of India (RBI) announced a surprise cut to interest rates in order to combat falling inflation.
08 January 2015
I have never quite understood why January is such an important month.
15 December 2014
A number of emerging market countries have already started implementing significant reforms which could spur economic growth, according to Templeton's Mark Mobius.
12 December 2014
Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond.
Mary-Therese Barton, senior investment manager at Pictet Asset Management, analyses if the Mexican government’s determination to implement its structural reforms and maintain economic stability is helping or hindering the market.
Fund managers discuss the main headwinds and tailwinds for their portfolios in the coming months.
From financials and Brazilian equities to preference shares, managers tell Investment Week more about their best contrarian stock, sector, and regional picks for 2015.
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