Investment Week www.investmentweek.co.uk EFG's AfzL and Gerlach: A letter from Hong Kong <img alt="EFG&#39;s AfzL and Gerlach: A letter from Hong Kong" src="https://www.investmentweek.co.uk/api/v1/wps/c2e17f3/4b386197-bdc7-4e6a-9b3e-26efeb1331f7/20/TERRY-Nataline-185x114.jpg" /> <p><!--summary start--> On a recent visit to Hong Kong and Singapore we took the opportunity to meet with market strategists as well as private and public sector economists to better understand the economic problems China is facing given economic sentiment is in the doldrums. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c2e17f3/4b386197-bdc7-4e6a-9b3e-26efeb1331f7/20/TERRY-Nataline-185x114.jpg https://www.investmentweek.co.uk/opinion/4189343/efgs-afzl-gerlach-letter-hong-kong https://www.investmentweek.co.uk/opinion/4189343/efgs-afzl-gerlach-letter-hong-kong https://www.investmentweek.co.uk/opinion/4189343/efgs-afzl-gerlach-letter-hong-kong Thu, 28 Mar 2024 11:11:51 +0000 Less than a fifth of European active equity funds beat passive peers over a decade <img alt="Less than a fifth of European active equity funds beat passive peers over a decade" src="https://www.investmentweek.co.uk/api/v1/wps/ef70fdb/77ced73e-b1d9-420a-979e-6036b3470c4e/12/active-passive-invest-185x114.jpg" /> <p><!--summary start--> Just 17% of European active equity funds have managed to beat their average passive peer over the last decade, research by Morningstar has found. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ef70fdb/77ced73e-b1d9-420a-979e-6036b3470c4e/12/active-passive-invest-185x114.jpg https://www.investmentweek.co.uk/news/4185483/fifth-european-active-equity-funds-beat-passive-peers-decade https://www.investmentweek.co.uk/news/4185483/fifth-european-active-equity-funds-beat-passive-peers-decade https://www.investmentweek.co.uk/news/4185483/fifth-european-active-equity-funds-beat-passive-peers-decade Thu, 14 Mar 2024 15:01:39 +0000 Aviva Investors' Wakefield: Is Japan's stock-market sugar rush sustainable? <img alt="Aviva Investors&#39; Wakefield: Is Japan&#39;s stock-market sugar rush sustainable?" src="https://www.investmentweek.co.uk/api/v1/wps/9a367f7/57a3f64a-9a3f-44c8-b879-953b4c166b67/22/wakefield-baylee-roi-1-185x114.jpg" /> <p><!--summary start--> Despite previous unsuccessful attempts, the Japanese government’s structural reforms now seem to be bearing fruit. This has contributed to a 34-year high on the Japanese stock market, but is it sustainable? <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9a367f7/57a3f64a-9a3f-44c8-b879-953b4c166b67/22/wakefield-baylee-roi-1-185x114.jpg https://www.investmentweek.co.uk/opinion/4184006/aviva-investors-wakefield-japans-stock-market-sugar-rush-sustainable https://www.investmentweek.co.uk/opinion/4184006/aviva-investors-wakefield-japans-stock-market-sugar-rush-sustainable https://www.investmentweek.co.uk/opinion/4184006/aviva-investors-wakefield-japans-stock-market-sugar-rush-sustainable Thu, 14 Mar 2024 11:35:37 +0000 Equity fund flows hit three-year high at £2.6bn in February <img alt="Equity fund flows hit three-year high at £2.6bn in February" src="https://www.investmentweek.co.uk/api/v1/wps/215a7db/8deeb921-e3e7-4e97-a264-da827ce87c12/25/fund-flows-185x114.jpg" /> <p><!--summary start--> UK investors piled into equity funds at the fastest rate in almost three years, adding more than £2.6bn to their holdings in February. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/215a7db/8deeb921-e3e7-4e97-a264-da827ce87c12/25/fund-flows-185x114.jpg https://www.investmentweek.co.uk/news/4181383/equity-fund-flows-hit-gbp-6bn-february https://www.investmentweek.co.uk/news/4181383/equity-fund-flows-hit-gbp-6bn-february https://www.investmentweek.co.uk/news/4181383/equity-fund-flows-hit-gbp-6bn-february Tue, 5 Mar 2024 11:34:21 +0000 abrdn's Yeo and Kwik: Will the dragon soar in 2024 for China? <img alt=" abrdn&#39;s Yeo and Kwik: Will the dragon soar in 2024 for China?" src="https://www.investmentweek.co.uk/api/v1/wps/ffd93c6/fa82136c-bec0-4f85-8ee2-29dfcf736fe6/11/Elizabeth-Kwik-Nicholas-Yeo-185x114.jpg" /> <p><!--summary start--> The dragon is one of the most auspicious symbols among the twelve animals in the Chinese zodiac calendar, embodying strength, wisdom, luck, and prosperity. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ffd93c6/fa82136c-bec0-4f85-8ee2-29dfcf736fe6/11/Elizabeth-Kwik-Nicholas-Yeo-185x114.jpg https://www.investmentweek.co.uk/opinion/4172176/abrdns-yeo-kwik-dragon-soar-2024-china https://www.investmentweek.co.uk/opinion/4172176/abrdns-yeo-kwik-dragon-soar-2024-china https://www.investmentweek.co.uk/opinion/4172176/abrdns-yeo-kwik-dragon-soar-2024-china Fri, 9 Feb 2024 11:20:28 +0000 Japan managers help maintain number of consistently top quartile performing funds <img alt="Japan managers help maintain number of consistently top quartile performing funds" src="https://www.investmentweek.co.uk/api/v1/wps/64fb7da/4594de19-0693-4e2a-82a6-146f2e44f047/8/japanhighstreet-185x114.png" /> <p><!--summary start--> Japan managers have once again buoyed the number of funds consistently delivering top quartile performance, with the sector noted as “something of an outlier”. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/64fb7da/4594de19-0693-4e2a-82a6-146f2e44f047/8/japanhighstreet-185x114.png https://www.investmentweek.co.uk/news/4164850/japan-managers-help-maintain-consistently-quartile-performing-funds https://www.investmentweek.co.uk/news/4164850/japan-managers-help-maintain-consistently-quartile-performing-funds https://www.investmentweek.co.uk/news/4164850/japan-managers-help-maintain-consistently-quartile-performing-funds Wed, 17 Jan 2024 15:01:28 +0000 What happened to China in 2023? <img alt="What happened to China in 2023?" src="https://www.investmentweek.co.uk/api/v1/wps/d50073f/8fe6f6bd-74f4-48ff-bbc4-7f28bfba4fc5/46/china-flag-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/d50073f/8fe6f6bd-74f4-48ff-bbc4-7f28bfba4fc5/46/china-flag-185x114.jpg https://www.investmentweek.co.uk/analysis/4163759/happened-china-2023 https://www.investmentweek.co.uk/analysis/4163759/happened-china-2023 https://www.investmentweek.co.uk/analysis/4163759/happened-china-2023 Tue, 16 Jan 2024 14:58:59 +0000 Retail investors return to markets in November but UK remains unloved <img alt="Retail investors return to markets in November but UK remains unloved" src="https://www.investmentweek.co.uk/api/v1/wps/81d9770/4453a192-077e-4730-99ba-facb76a6e320/8/fund-flows-192-158-185x114.jpg" /> <p><!--summary start--> Retail investors in the UK flocked back to markets in November 2023, reversing the flight to safety witnessed in the previous months. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/81d9770/4453a192-077e-4730-99ba-facb76a6e320/8/fund-flows-192-158-185x114.jpg https://www.investmentweek.co.uk/news/4162568/retail-investors-return-markets-november-uk-remains-unloved https://www.investmentweek.co.uk/news/4162568/retail-investors-return-markets-november-uk-remains-unloved https://www.investmentweek.co.uk/news/4162568/retail-investors-return-markets-november-uk-remains-unloved Thu, 11 Jan 2024 11:50:15 +0000 TSMC and Infosys most frequent top ten holdings across JP Morgan AM trust stable <img alt="TSMC and Infosys most frequent top ten holdings across JP Morgan AM trust stable" src="https://www.investmentweek.co.uk/api/v1/wps/9cfad41/60dbfba8-66a5-457b-9ea1-3882d10f3af1/11/europe-asia-185x114.jpg" /> <p><!--summary start--> Taiwan Semiconductor Manufacturing Company and Infosys Technologies feature most frequently across the top ten holdings of JP Morgan Asset Management’s range of investment trusts, appearing in more than a fifth of the firm’s closed-ended vehicles. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9cfad41/60dbfba8-66a5-457b-9ea1-3882d10f3af1/11/europe-asia-185x114.jpg https://www.investmentweek.co.uk/news/4162246/tsmc-infosys-most-frequent-holdings-jp-morgan-trust-stable https://www.investmentweek.co.uk/news/4162246/tsmc-infosys-most-frequent-holdings-jp-morgan-trust-stable https://www.investmentweek.co.uk/news/4162246/tsmc-infosys-most-frequent-holdings-jp-morgan-trust-stable Wed, 10 Jan 2024 14:19:45 +0000 China unveils new blue-chip index in bid to boost investment in Beijing listings <img alt="China unveils new blue-chip index in bid to boost investment in Beijing listings" src="https://www.investmentweek.co.uk/api/v1/wps/65b410f/1b4eef14-d29b-43bf-93d5-f364eeadd349/34/china-regulator-185x114.jpg" /> <p><!--summary start--> China has launched a new equity benchmark, the CSI A50 index, in a bid to garner interest in the struggling sector, following a tough year for Chinese equities. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/65b410f/1b4eef14-d29b-43bf-93d5-f364eeadd349/34/china-regulator-185x114.jpg https://www.investmentweek.co.uk/news/4160797/china-unveils-blue-chip-index-bid-boost-investment-beijing-listings https://www.investmentweek.co.uk/news/4160797/china-unveils-blue-chip-index-bid-boost-investment-beijing-listings https://www.investmentweek.co.uk/news/4160797/china-unveils-blue-chip-index-bid-boost-investment-beijing-listings Fri, 5 Jan 2024 08:35:32 +0000 Friday Briefing: 2023 or 2022, again? <img alt="Friday Briefing: 2023 or 2022, again?" src="https://www.investmentweek.co.uk/api/v1/wps/5ba539c/4bb07f01-82ed-471d-b5e4-b896a9aa60a1/16/Eve-Maddock-Jones-107-Edit-185x114.jpg" /> <p><!--summary start--> 2023 felt much like an echo of 2022, with continuing drama from several repeat customers (Home REIT and Woodford, to name a couple) and some of the same issues (property fund liquidity issues, fixed income and UK despondency), but there was also a cohort of new headline grabbers (NewGAMe and UK listings). <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/5ba539c/4bb07f01-82ed-471d-b5e4-b896a9aa60a1/16/Eve-Maddock-Jones-107-Edit-185x114.jpg https://www.investmentweek.co.uk/opinion/4159783/friday-briefing-2023-2022 https://www.investmentweek.co.uk/opinion/4159783/friday-briefing-2023-2022 https://www.investmentweek.co.uk/opinion/4159783/friday-briefing-2023-2022 Tue, 2 Jan 2024 10:33:45 +0000 China's largest banks cut deposit rates in bid to boost growth <img alt="China&#39;s largest banks cut deposit rates in bid to boost growth" src="https://www.investmentweek.co.uk/api/v1/wps/8be18d2/8fe6f6bd-74f4-48ff-bbc4-7f28bfba4fc5/14/china-flag-185x114.jpg" /> <p><!--summary start--> China’s largest state-owned banks have cut deposit rates for the third time this year, in a bid to boost growth in the country. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/8be18d2/8fe6f6bd-74f4-48ff-bbc4-7f28bfba4fc5/14/china-flag-185x114.jpg https://www.investmentweek.co.uk/news/4159402/chinas-largest-banks-cut-deposit-rates-bid-boost-growth https://www.investmentweek.co.uk/news/4159402/chinas-largest-banks-cut-deposit-rates-bid-boost-growth https://www.investmentweek.co.uk/news/4159402/chinas-largest-banks-cut-deposit-rates-bid-boost-growth Fri, 22 Dec 2023 13:47:50 +0000 Arcus Investment's co-founder: Japanese renaissance <img alt="Arcus Investment&#39;s co-founder: Japanese renaissance" src="https://www.investmentweek.co.uk/api/v1/wps/caae192/fcaa753c-3fb3-4b86-ab80-aef373e9d888/18/PT-3-Arcus-4896-2-185x114.jpg" /> <p><!--summary start--> For the first time in many years, Japan is starting to grab the attention of international investors. Particularly noteworthy was the April 2023 visit of Warren Buffett, who spoke enthusiastically about Japan’s future as an investment destination. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/caae192/fcaa753c-3fb3-4b86-ab80-aef373e9d888/18/PT-3-Arcus-4896-2-185x114.jpg https://www.investmentweek.co.uk/opinion/4159356/arcus-investments-founder-japanese-renaissance https://www.investmentweek.co.uk/opinion/4159356/arcus-investments-founder-japanese-renaissance https://www.investmentweek.co.uk/opinion/4159356/arcus-investments-founder-japanese-renaissance Fri, 22 Dec 2023 10:15:59 +0000 UK mixed asset funds suffer 'unusually large' outflows in November <img alt="UK mixed asset funds suffer &#39;unusually large&#39; outflows in November" src="https://www.investmentweek.co.uk/api/v1/wps/830f445/43be7917-c4fc-4da5-81f5-4573b0876d45/12/global-funds-185x114.jpg" /> <p><!--summary start--> Mixed asset funds suffered the largest outflows of any asset class in the month of November, at £2.9bn, according to LSEG Lipper’s UK Fund Flows report. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/830f445/43be7917-c4fc-4da5-81f5-4573b0876d45/12/global-funds-185x114.jpg https://www.investmentweek.co.uk/news/4158516/uk-mixed-asset-funds-suffer-unusually-outflows-november https://www.investmentweek.co.uk/news/4158516/uk-mixed-asset-funds-suffer-unusually-outflows-november https://www.investmentweek.co.uk/news/4158516/uk-mixed-asset-funds-suffer-unusually-outflows-november Wed, 20 Dec 2023 11:38:06 +0000 Investment Company of the Year Awards Winners Interview - Alliance Trust <img alt="Investment Company of the Year Awards Winners Interview - Alliance Trust" src="https://www.investmentweek.co.uk/api/v1/wps/6616e7d/05cc7507-009b-47e0-b323-f5c8e57042b8/3/ICYA-Winner-social-graphic-edited-version-1-185x114.jpeg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/6616e7d/05cc7507-009b-47e0-b323-f5c8e57042b8/3/ICYA-Winner-social-graphic-edited-version-1-185x114.jpeg https://www.investmentweek.co.uk/interview/4157508/investment-company-awards-winners-interview-alliance-trust https://www.investmentweek.co.uk/interview/4157508/investment-company-awards-winners-interview-alliance-trust https://www.investmentweek.co.uk/interview/4157508/investment-company-awards-winners-interview-alliance-trust Mon, 18 Dec 2023 09:54:04 +0000 Vietnam Opportunity fund survives attempt to discontinue trust <img alt="Vietnam Opportunity fund survives attempt to discontinue trust" src="https://www.investmentweek.co.uk/api/v1/wps/d28fc9b/fd8dcdb7-edff-42dd-983f-78ad0298b517/15/vietnam-g79e904565-1280-185x114.jpg" /> <p><!--summary start--> The VinaCapital Vietnam Opportunity fund has survived an attempt to discontinue the trust in a special resolution. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/d28fc9b/fd8dcdb7-edff-42dd-983f-78ad0298b517/15/vietnam-g79e904565-1280-185x114.jpg https://www.investmentweek.co.uk/news/4154077/vietnam-opportunity-fund-survives-attempt-discontinue-trust https://www.investmentweek.co.uk/news/4154077/vietnam-opportunity-fund-survives-attempt-discontinue-trust https://www.investmentweek.co.uk/news/4154077/vietnam-opportunity-fund-survives-attempt-discontinue-trust Thu, 7 Dec 2023 08:24:33 +0000 Moody's downgrades China sovereign credit outlook to negative <img alt="Moody&#39;s downgrades China sovereign credit outlook to negative" src="https://www.investmentweek.co.uk/api/v1/wps/289f761/639ab6af-fd76-4b91-819c-ab109fc1d35f/32/China-street-2015-185x114.jpg" /> <p><!--summary start--> Credit ratings agency Moody’s has downgraded its outlook for Chinese government credit from stable to negative, citing “broad downside risks to China’s fiscal, economic and institutional strength”. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/289f761/639ab6af-fd76-4b91-819c-ab109fc1d35f/32/China-street-2015-185x114.jpg https://www.investmentweek.co.uk/news/4153149/moodys-downgrades-china-sovereign-credit-outlook-negative https://www.investmentweek.co.uk/news/4153149/moodys-downgrades-china-sovereign-credit-outlook-negative https://www.investmentweek.co.uk/news/4153149/moodys-downgrades-china-sovereign-credit-outlook-negative Tue, 5 Dec 2023 15:09:45 +0000 Partner Insight: Will hostile takeovers boost Japan's appeal in 2024? <img alt="Partner Insight: Will hostile takeovers boost Japan&#39;s appeal in 2024? " src="https://www.investmentweek.co.uk/api/v1/wps/be4051d/f2acd975-5519-4b16-9d21-e38c12727ae3/10/japan-185x114.jpg" /> <p><!--summary start--> Shifting mindset around corporates structures is helping Japan to rally; but for how long? Watch our latest series, Investment, Talks: Japan <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/be4051d/f2acd975-5519-4b16-9d21-e38c12727ae3/10/japan-185x114.jpg https://www.investmentweek.co.uk/special/4149871/partner-insight-hostile-takeovers-boost-japans-appeal-2024 https://www.investmentweek.co.uk/special/4149871/partner-insight-hostile-takeovers-boost-japans-appeal-2024 https://www.investmentweek.co.uk/special/4149871/partner-insight-hostile-takeovers-boost-japans-appeal-2024 Thu, 23 Nov 2023 14:38:42 +0000 Baillie Gifford Japanese Income Growth manager See stands by Softbank <img alt="Baillie Gifford Japanese Income Growth manager See stands by Softbank" src="https://www.investmentweek.co.uk/api/v1/wps/02aeff0/ceb85248-cc06-4fa0-bffa-027ac70572b5/20/See-Karen-50-50mm-185x114.jpg" /> <p><!--summary start--> Despite a run of bad headlines surrounding SoftBank, which endured the collapse of WeWork this month, Karen See, manager of the Baillie Gifford Japanese Income Growth fund, remains bullish on its CEO, Masayoshi Son. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/02aeff0/ceb85248-cc06-4fa0-bffa-027ac70572b5/20/See-Karen-50-50mm-185x114.jpg https://www.investmentweek.co.uk/analysis/4147762/baillie-giffords-karen-stands-softbank https://www.investmentweek.co.uk/analysis/4147762/baillie-giffords-karen-stands-softbank https://www.investmentweek.co.uk/analysis/4147762/baillie-giffords-karen-stands-softbank Fri, 17 Nov 2023 13:42:09 +0000 Event voice: Japan deserves more attention than it is getting <img alt="Event voice: Japan deserves more attention than it is getting " src="https://www.investmentweek.co.uk/api/v1/wps/8162c90/15bbe7ff-fc02-4e85-a5b0-97be817f24da/8/Japan-deserves-more-attention-than-it-is-getting-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/8162c90/15bbe7ff-fc02-4e85-a5b0-97be817f24da/8/Japan-deserves-more-attention-than-it-is-getting-185x114.jpg https://www.investmentweek.co.uk/interview/4145430/event-voice-japan-deserves-attention-getting https://www.investmentweek.co.uk/interview/4145430/event-voice-japan-deserves-attention-getting https://www.investmentweek.co.uk/interview/4145430/event-voice-japan-deserves-attention-getting Fri, 17 Nov 2023 06:23:49 +0000 TEMIT's Chetan Sehgal: China singles day is changing <img alt="TEMIT&#39;s Chetan Sehgal: China singles day is changing" src="https://www.investmentweek.co.uk/api/v1/wps/af518cb/5336378b-c2a7-4115-956c-1893d959ca3b/22/SEHGAL-Chetan-Templeton-crop-185x114.jpg" /> <p><!--summary start--> Singles day is a shopping event which takes place on 11 November each year. It was started by Alibaba in 2009 and has grown to be the largest shopping event in the world. In 2023 sales could exceed CNY 1trn ($137bn). <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/af518cb/5336378b-c2a7-4115-956c-1893d959ca3b/22/SEHGAL-Chetan-Templeton-crop-185x114.jpg https://www.investmentweek.co.uk/opinion/4144913/temits-chetan-sehgal-china-singles-day-changing https://www.investmentweek.co.uk/opinion/4144913/temits-chetan-sehgal-china-singles-day-changing https://www.investmentweek.co.uk/opinion/4144913/temits-chetan-sehgal-china-singles-day-changing Fri, 10 Nov 2023 10:21:38 +0000 Asia Dragon NAV drops 16.7% as merger approaches <img alt="Asia Dragon NAV drops 16.7% as merger approaches" src="https://www.investmentweek.co.uk/api/v1/wps/9431810/8fa081ff-02ee-4905-9e2e-a280094b60ad/13/China-Asia-Dragon-185x114.jpg" /> <p><!--summary start--> The abrdn Asian Dragon trust saw its share price drop 19.5% in its annual results, as it prepares to merge with the abrdn New Dawn trust. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9431810/8fa081ff-02ee-4905-9e2e-a280094b60ad/13/China-Asia-Dragon-185x114.jpg https://www.investmentweek.co.uk/news/4141768/asia-dragon-nav-drops-merger-approaches https://www.investmentweek.co.uk/news/4141768/asia-dragon-nav-drops-merger-approaches https://www.investmentweek.co.uk/news/4141768/asia-dragon-nav-drops-merger-approaches Fri, 3 Nov 2023 08:19:58 +0000 Fixed income surges in popularity among asset allocators <img alt="Fixed income surges in popularity among asset allocators" src="https://www.investmentweek.co.uk/api/v1/wps/0f71400/3f4f16e9-0124-43c9-9d9e-577d930b9d02/14/Fixed-income-185x114.jpg" /> <p><!--summary start--> Bonds are back in the eyes of fund allocators, as the sector received renewed popularity in the latest Gatekeeper Pulse study from PGIM Investments, Investment Week can reveal. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/0f71400/3f4f16e9-0124-43c9-9d9e-577d930b9d02/14/Fixed-income-185x114.jpg https://www.investmentweek.co.uk/news/4138753/fixed-income-surges-popularity-asset-allocators https://www.investmentweek.co.uk/news/4138753/fixed-income-surges-popularity-asset-allocators https://www.investmentweek.co.uk/news/4138753/fixed-income-surges-popularity-asset-allocators Thu, 26 Oct 2023 07:41:59 +0000 Partner Insight: Could Japan win the semiconductor race? <img alt="Partner Insight: Could Japan win the semiconductor race?" src="https://www.investmentweek.co.uk/api/v1/wps/8df015c/536b4958-1b77-49b3-be2f-d1164d4d22db/5/image-1-185x114.png" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/8df015c/536b4958-1b77-49b3-be2f-d1164d4d22db/5/image-1-185x114.png https://www.investmentweek.co.uk/sponsored/4136792/investment-talks-japan-win-semiconductor-race https://www.investmentweek.co.uk/sponsored/4136792/investment-talks-japan-win-semiconductor-race https://www.investmentweek.co.uk/sponsored/4136792/investment-talks-japan-win-semiconductor-race Wed, 25 Oct 2023 06:16:14 +0000 Partner Insight: 2023 will be remembered as the year of Japanese hostile takeovers <img alt="Partner Insight: 2023 will be remembered as the year of Japanese hostile takeovers " src="https://www.investmentweek.co.uk/api/v1/wps/76b6c6f/dce65916-da30-40a9-bc64-e63098a716d4/5/iStock-1539457713-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/76b6c6f/dce65916-da30-40a9-bc64-e63098a716d4/5/iStock-1539457713-185x114.jpg https://www.investmentweek.co.uk/sponsored/4136674/investment-talks-japan-2023-remembered-japanese-hostile-takeovers https://www.investmentweek.co.uk/sponsored/4136674/investment-talks-japan-2023-remembered-japanese-hostile-takeovers https://www.investmentweek.co.uk/sponsored/4136674/investment-talks-japan-2023-remembered-japanese-hostile-takeovers Mon, 23 Oct 2023 06:13:21 +0000 abrdn Asia Focus manager Hugh Young to retire after 43 years <img alt="abrdn Asia Focus manager Hugh Young to retire after 43 years" src="https://www.investmentweek.co.uk/api/v1/wps/5b31fca/b48f2160-34b8-42fd-9c4c-d044575102c5/7/Hugh-Young-185x114.jpg" /> <p><!--summary start--> The manager of the abrdn Asia Focus (AAS) trust, Hugh Young, is set to retire at the end of this year, with analysts noting a careful succession plan will be crucial. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/5b31fca/b48f2160-34b8-42fd-9c4c-d044575102c5/7/Hugh-Young-185x114.jpg https://www.investmentweek.co.uk/news/4136825/abrdn-asia-focus-manager-hugh-retire https://www.investmentweek.co.uk/news/4136825/abrdn-asia-focus-manager-hugh-retire https://www.investmentweek.co.uk/news/4136825/abrdn-asia-focus-manager-hugh-retire Fri, 20 Oct 2023 12:55:28 +0000 Number of managers with global emerging markets ex-China strategies rises fifteenfold in six years <img alt="Number of managers with global emerging markets ex-China strategies rises fifteenfold in six years" src="https://www.investmentweek.co.uk/api/v1/wps/db3434e/18180659-101d-458e-a572-b6c4e406eb1e/16/emerging-markets-dancing-to-their-own-beat-tile-1-185x114.jpeg" /> <p><!--summary start--> The number of asset managers offering global emerging markets strategies excluding China has swelled from three in 2017 to 45 today, according to data from bfinance. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/db3434e/18180659-101d-458e-a572-b6c4e406eb1e/16/emerging-markets-dancing-to-their-own-beat-tile-1-185x114.jpeg https://www.investmentweek.co.uk/news/4134691/managers-global-emerging-markets-china-strategies-rises-fifteenfold https://www.investmentweek.co.uk/news/4134691/managers-global-emerging-markets-china-strategies-rises-fifteenfold https://www.investmentweek.co.uk/news/4134691/managers-global-emerging-markets-china-strategies-rises-fifteenfold Mon, 16 Oct 2023 14:03:24 +0000 KraneShares launches S&P China 500 ETF <img alt="KraneShares launches S&amp;P China 500 ETF" src="https://www.investmentweek.co.uk/api/v1/wps/78a9297/24322053-2f85-4cb5-a321-ae4f14637684/10/China-1-1200-627-185x114.jpg" /> <p><!--summary start--> KraneShares has launched an S&P China 500 ETF on the London Stock Exchange, Borsa Italiana and Deutsche Börse Xetra <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/78a9297/24322053-2f85-4cb5-a321-ae4f14637684/10/China-1-1200-627-185x114.jpg https://www.investmentweek.co.uk/news/4134670/kraneshares-launches-china-500-etf https://www.investmentweek.co.uk/news/4134670/kraneshares-launches-china-500-etf https://www.investmentweek.co.uk/news/4134670/kraneshares-launches-china-500-etf Mon, 16 Oct 2023 10:16:54 +0000 Fidelity closes £7m Asia absolute return fund <img alt="Fidelity closes £7m Asia absolute return fund" src="https://www.investmentweek.co.uk/api/v1/wps/991adc7/60dbfba8-66a5-457b-9ea1-3882d10f3af1/8/europe-asia-185x114.jpg" /> <p><!--summary start--> Fidelity is liquidating its £6.8m Absolute Return Asian Equity fund due to its small size. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/991adc7/60dbfba8-66a5-457b-9ea1-3882d10f3af1/8/europe-asia-185x114.jpg https://www.investmentweek.co.uk/news/4132028/fidelity-closes-gbp7m-asia-absolute-return-fund https://www.investmentweek.co.uk/news/4132028/fidelity-closes-gbp7m-asia-absolute-return-fund https://www.investmentweek.co.uk/news/4132028/fidelity-closes-gbp7m-asia-absolute-return-fund Thu, 5 Oct 2023 14:16:37 +0000 AVI Japan Opportunity trust dodges widening discount trend as profits rise <img alt="AVI Japan Opportunity trust dodges widening discount trend as profits rise" src="https://www.investmentweek.co.uk/api/v1/wps/5c04d40/f2acd975-5519-4b16-9d21-e38c12727ae3/13/japan-185x114.jpg" /> <p><!--summary start--> The AVI Japan Opportunity trust has dodged the wave of widening discounts hitting the investment trust sector, while its profits jumped significantly. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/5c04d40/f2acd975-5519-4b16-9d21-e38c12727ae3/13/japan-185x114.jpg https://www.investmentweek.co.uk/news/4125866/avi-japan-opportunity-trust-dodges-widening-discount-trend-profits-rise https://www.investmentweek.co.uk/news/4125866/avi-japan-opportunity-trust-dodges-widening-discount-trend-profits-rise https://www.investmentweek.co.uk/news/4125866/avi-japan-opportunity-trust-dodges-widening-discount-trend-profits-rise Fri, 15 Sep 2023 12:00:14 +0000 Six long-term trends set to drive tech stock growth <img alt="Six long-term trends set to drive tech stock growth" src="https://www.investmentweek.co.uk/api/v1/wps/ba8bf17/71f6c65f-f125-4f04-9aee-e5dbd3d37a30/6/GLEESON-Jeremy-AXA-Framlington-2018-185x114.jpg" /> <p><!--summary start--> Macro-economic and geopolitical events should continue to be the main drivers of sentiment within investment markets, but we expect that some of these pressures might begin to abate as the current interest rate cycle appears to be closer to a peak. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ba8bf17/71f6c65f-f125-4f04-9aee-e5dbd3d37a30/6/GLEESON-Jeremy-AXA-Framlington-2018-185x114.jpg https://www.investmentweek.co.uk/opinion/4124341/long-term-trends-set-drive-tech-stock-growth https://www.investmentweek.co.uk/opinion/4124341/long-term-trends-set-drive-tech-stock-growth https://www.investmentweek.co.uk/opinion/4124341/long-term-trends-set-drive-tech-stock-growth Wed, 13 Sep 2023 09:01:12 +0000 Chinese authorities issue new currency support to boost growth <img alt="Chinese authorities issue new currency support to boost growth" src="https://www.investmentweek.co.uk/api/v1/wps/77aa7ce/d2ca0b68-4520-40b8-87bb-99c53c66997e/14/china-185x114.jpg" /> <p><!--summary start--> The People’s Bank of China has brought in new rules to support the country’s currency, as policymakers ramp up efforts to push China out of its soft period of growth. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/77aa7ce/d2ca0b68-4520-40b8-87bb-99c53c66997e/14/china-185x114.jpg https://www.investmentweek.co.uk/news/4123879/chinese-authorities-issue-currency-support-boost-growth https://www.investmentweek.co.uk/news/4123879/chinese-authorities-issue-currency-support-boost-growth https://www.investmentweek.co.uk/news/4123879/chinese-authorities-issue-currency-support-boost-growth Fri, 1 Sep 2023 12:59:21 +0000 Liontrust set to merge China fund into EM portfolio as assets shrink <img alt="Liontrust set to merge China fund into EM portfolio as assets shrink" src="https://www.investmentweek.co.uk/api/v1/wps/4a5e4cc/eb641d51-b600-4f73-a022-abdfad538b46/17/china-flag-web-185x114.jpg" /> <p><!--summary start--> Liontrust is set to merge its China fund into its emerging markets fund next month due to falling assets, subject to investor approval. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/4a5e4cc/eb641d51-b600-4f73-a022-abdfad538b46/17/china-flag-web-185x114.jpg https://www.investmentweek.co.uk/news/4123664/liontrust-set-merge-china-fund-em-assets-shrink https://www.investmentweek.co.uk/news/4123664/liontrust-set-merge-china-fund-em-assets-shrink https://www.investmentweek.co.uk/news/4123664/liontrust-set-merge-china-fund-em-assets-shrink Wed, 30 Aug 2023 07:46:54 +0000 Janet Mui: Reading the China policy tea leaves is getting more difficult <img alt="Janet Mui: Reading the China policy tea leaves is getting more difficult" src="https://www.investmentweek.co.uk/api/v1/wps/10385ac/4a50b935-6300-413c-9a0b-b3363812484a/17/MUI-Janet-RBC-Brewin-Dolphin-2023-185x114.jpg" /> <p><!--summary start--> Gauging and understanding China’s economy for foreign investors is not easy. There have been long-standing doubts about the validity and credibility of the official statistics published by China. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/10385ac/4a50b935-6300-413c-9a0b-b3363812484a/17/MUI-Janet-RBC-Brewin-Dolphin-2023-185x114.jpg https://www.investmentweek.co.uk/opinion/4121911/janet-mui-reading-china-policy-tea-leaves-getting-difficult https://www.investmentweek.co.uk/opinion/4121911/janet-mui-reading-china-policy-tea-leaves-getting-difficult https://www.investmentweek.co.uk/opinion/4121911/janet-mui-reading-china-policy-tea-leaves-getting-difficult Fri, 11 Aug 2023 09:09:36 +0000 JP Morgan AM Simon Elliott: A new dawn for Japanese investment trusts? <img alt="JP Morgan AM Simon Elliott: A new dawn for Japanese investment trusts?" src="https://www.investmentweek.co.uk/api/v1/wps/99ce44c/ad71d1d4-04fd-4e05-9579-d43a9fabdb4c/21/ELLIOTT-Simon-JPMAM-185x114.jpg" /> <p><!--summary start--> Japan has always presented something of a conundrum for UK-based investors. While not short of world-class companies, returns from Japanese stocks have proven fleeting and the land of the rising sun has certainly produced a number of false dawns. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/99ce44c/ad71d1d4-04fd-4e05-9579-d43a9fabdb4c/21/ELLIOTT-Simon-JPMAM-185x114.jpg https://www.investmentweek.co.uk/opinion/4121927/dawn-japanese-investment-trusts https://www.investmentweek.co.uk/opinion/4121927/dawn-japanese-investment-trusts https://www.investmentweek.co.uk/opinion/4121927/dawn-japanese-investment-trusts Thu, 10 Aug 2023 08:59:16 +0000 Profits dive 66% at abrdn investment arm as funds struggle to outperform <img alt="Profits dive 66% at abrdn investment arm as funds struggle to outperform" src="https://www.investmentweek.co.uk/api/v1/wps/7f52d22/d76e28fc-b274-49d5-bfd1-9a9746a841e7/5/BIRD-Stephen-Aberdeen-Standard-Inv-2020-roi-1-185x114.jpg" /> <p><!--summary start--> Profits across abrdn’s investment arm have fallen 66% over the first half of 2023 while heavy redemptions continue to weigh on assets under management. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/7f52d22/d76e28fc-b274-49d5-bfd1-9a9746a841e7/5/BIRD-Stephen-Aberdeen-Standard-Inv-2020-roi-1-185x114.jpg https://www.investmentweek.co.uk/news/4121747/profits-dive-66-abrdn-investment-arm-funds-struggle-outperform https://www.investmentweek.co.uk/news/4121747/profits-dive-66-abrdn-investment-arm-funds-struggle-outperform https://www.investmentweek.co.uk/news/4121747/profits-dive-66-abrdn-investment-arm-funds-struggle-outperform Tue, 8 Aug 2023 07:50:11 +0000 Calastone: UK investors shun stocks despite global rally <img alt="Calastone: UK investors shun stocks despite global rally" src="https://www.investmentweek.co.uk/api/v1/wps/c0a66ff/bd5ec419-b797-4845-a491-d3145ba70c8e/34/uk-equities-fall-drop-2020-185x114.jpg" /> <p><!--summary start--> UK investors have continued to turn their backs on equities despite a global stock market rally, according to Calastone’s latest Fund Flow index. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c0a66ff/bd5ec419-b797-4845-a491-d3145ba70c8e/34/uk-equities-fall-drop-2020-185x114.jpg https://www.investmentweek.co.uk/news/4121517/calastone-uk-investors-shun-stocks-despite-global-rally https://www.investmentweek.co.uk/news/4121517/calastone-uk-investors-shun-stocks-despite-global-rally https://www.investmentweek.co.uk/news/4121517/calastone-uk-investors-shun-stocks-despite-global-rally Thu, 3 Aug 2023 10:31:49 +0000 Richard Aston: A postcard from Japan <img alt="Richard Aston: A postcard from Japan" src="https://www.investmentweek.co.uk/api/v1/wps/033f128/ee39cd09-7240-4fd5-be0d-2b608d852b64/28/ASTON-Richard-CC-Japan-185x114.jpg" /> <p><!--summary start--> As a fund manager, you can spend a lot of time digesting the latest statistics about the areas in which you invest. Keeping up to date is a vital part of making informed asset allocation decisions for clients. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/033f128/ee39cd09-7240-4fd5-be0d-2b608d852b64/28/ASTON-Richard-CC-Japan-185x114.jpg https://www.investmentweek.co.uk/opinion/4121369/richard-aston-postcard-japan https://www.investmentweek.co.uk/opinion/4121369/richard-aston-postcard-japan https://www.investmentweek.co.uk/opinion/4121369/richard-aston-postcard-japan Wed, 2 Aug 2023 08:48:42 +0000 Harrington Cooper brings Japanese value fund to UK market <img alt="Harrington Cooper brings Japanese value fund to UK market" src="https://www.investmentweek.co.uk/api/v1/wps/9925161/ef1b0f9d-00f5-449b-b382-7b1104b31123/2/japan-real-estate-185x114.jpg" /> <p><!--summary start--> Harrington Cooper has partnered with Nissay Asset Management to bring its contrarian value equity fund to UK and European investors, Investment Week can reveal. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9925161/ef1b0f9d-00f5-449b-b382-7b1104b31123/2/japan-real-estate-185x114.jpg https://www.investmentweek.co.uk/news/4121117/harrington-cooper-brings-japanese-value-fund-uk-market https://www.investmentweek.co.uk/news/4121117/harrington-cooper-brings-japanese-value-fund-uk-market https://www.investmentweek.co.uk/news/4121117/harrington-cooper-brings-japanese-value-fund-uk-market Fri, 28 Jul 2023 11:58:51 +0000