Industry Voice

New products, strong finances and robust growth were the main talking points at JP Morgan's recent healthcare conference in San Francisco. There were positive signals regarding the fundraising climate, as well as the strength of innovation within the...

Kenichi Amaki, Portfolio Manager, Matthews Asia

Biotech investments

Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class.

Edward J. Perkin, the Chief Equity Investment Officer for Eaton Vance, explores the 2017 markets forecast; in a period of such uncertainty, believing rumours and hearsay can be dangerous.

Eaton Vance's Chief Income Investment Officer, Payson F. Swaffield, comments on the way that Trump's incoming presidency will affect financial markets. While the election sparked an equity rally, boosted interest rates and inflation expectations, the...

- Growth Solidifies Even as Uncertainties Deepen

By Kenichi Amaki, Portfolio Manager, Matthews Asia

Following a turbulent 2016 for Japanese stocks, Tokio Marine Asset Management as a locally-based bottom-up stock selector, looks ahead at what's in store for the Japanese stock market in 2017 and the potential risks we see as a growth-biased manager....