Equities

Investors "spooked" by multiple crises

Potential hit for property sector

Seven million pension savers in pooled funds eligible for voting choice

Mainstream indices are a poor reference point for investors in China

China Education, an investment holding company for private higher education services, is affected by the increased regulatory risk premium the market is panicking about, but in our opinion, it is not directly impacted by the latest regulations.

Lockdown wiped out 14 years of gains

Valuations less demanding

Huge increase in SOE defaults

Rose more than 40% on open

Speaking at an RSMR roundtable hosted earlier this month, four senior multi-asset managers discuss why they are bullish on equities and which market areas they are increasing their exposure to.