Co-managed by Thomas Sørensen and Olutayo Osunkunle
Asian economies have proved more resilient than Western counterparts due to their better handling of the Covid-19 outbreak and mixed capitalism models. Paras Anand, CIO for Asia Pacific gives his outlook for the region and discusses why he believes stability of earnings, greater intra-regional reliance and US dollar weakness will combine for a prosperous year ahead.
Shareholders offered cash redemption or fund transfer
Teera Chanpongsang, portfolio manager of the Fidelity Asia Fund, believes sound investment ideas come from consistently monitoring the investment landscape and identifying new trends as they emerge. With this in mind, he reveals the change that is unfolding across the region post-Covid-19 and how he is positioning to benefit from the region’s emerging leadership in technology-led innovation.
Picture looks rosy for domestic stocks
Best specialist providers and products honoured
Bricks and mortar can still mix it with e-commerce
Manager keen on struggling sectors
Risk-graded portfolios managed unveiled
Development in robotics makes sector a dark horse for growth
Managers hopeful of hitting £200m target
How the rules of investing in the large‑cap growth space have changed.
Pictet-Human to be managed by Alice de Lamaze
Portfolio of 132 properties
5.2% dividend yield "may not be sustainable"
Draghi's phrase remains yardstick for monetary policy
£15m already raised
Sustainability a cornerstone of President-Elect's plans
Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion.
Trio of factors could help extend UK blue chips' gains