First State's Renzo Casarotto says equity returns from agricultural stocks over the long term should compensate for volatility in the sector.
Investment Week |
17 May 2011
Maria Merricks looks at how specialist equity vehicles offer a stable route into this diverse asset class.
Investment Week |
18 Mar 2011
Renzo Cassarotto and Skye Macpherson, managers of the First State Global
Agribusiness fund, talk about their top pick
Investment Week |
14 Mar 2011
Soaring stock market performance in Latin America makes it hard to find quality companies at reasonable valuations, especially in Brazil, according to First State’s Millar Mathieson.
Investment Week |
04 Mar 2011
The range of mandates available within the ethical space can make picking the right fund a challenge. Joanna Faith looks at a selection of different vehicles in this area…
Investment Week |
21 Feb 2011
First State's Peter Meany predicts the big topics which will hit the global listed infrastructure sector this year.
Investment Week |
17 Feb 2011
Developing countries’ drive to support their domestic economies through investing in infrastructure has sparked a series of fund launches and fresh capital raisings by managers hoping to profit.
Investment Week |
21 Jan 2011
Global real estate investment trusts trading on huge discounts are offering value but liquidity remains low, said the managers of First State’s Global Property Securities fund.
Investment Week |
17 Jan 2011
First State's Renzo Casarotto says rising food production volumes will drive long-term opportunties in agriculture.
Investment Week |
06 Jan 2011
Nikko Asset Management has hired former First State CEO Charlie Metcalfe to lead its business across Europe, the Middle East and US.
Investment Week |
23 Nov 2010
First State’s Jonathan Asante has warned emerging markets are heading for a bubble because policymakers have resumed quantitative easing.
Investment Week |
22 Nov 2010
First State's Jonathan Asante predicts the brutal economic events still to come
Investment Week |
12 Nov 2010
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