New hire strengthens Chinese equity capability at Investec AM
In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.
Defensive positioning urged following latest Trump tariffs
Which product is worthy of the yellow jersey?
TEMIT's Ness added to GEM funds
Fund to be renamed the Prusik Asia Emerging Opps fund
Picture the scene. Concerned about the strength of the US dollar, President Donald Trump meets with world leaders to seal a deal to further US interests.
Trade tensions with US dragging growth
Headlines 'don't reflect the whole story'
Mirroring $2.6bn Luxembourg-domiciled fund
Bouncing back from the market correction of last year, the first half of 2019 has been positive for global equities.
With the recent re-escalation of US-China trade tensions, Asian equities took another tumble and weighed on investor sentiment. Nevertheless, despite the undeniable risks posed by trade wars, many changes that investors have been discussing, such as relocation...
Which companies are bridging the generation gap?
Market performed well year to date
The Japanese equity market has seen net outflows in the past 12 months, with concerns over global growth and the trade war weighing on investor sentiment in the region.
Wider access for European investors
Experts fear 'tit-for-tat tariffs' could spark financial slump
Pockets of opportunity in Far East
Japanese stocks have more than doubled their returns since December 2012, on the back of Abenomics, but many investors are still not convinced of the sustainability of the rally.
Headwinds expected into Q2
Faced with ongoing uncertainty and volatility, global macroeconomic commentators are in two distinct camps: one that observes symptoms of recession and another that observes signs of a global recovery.
Which funds made the cut?
Capitalising on local companies