
HSBC GAM equities CIO: Value rally could run for two to three years
North Asia presents the most attractive opportunities

Bill Maldonado, global CIO of equities at HSBC Global Asset Management, has said the rotation into value stocks has "a lot further to run", highlighting the valuation gap between defensive and cyclical names has never been larger.
Maldonado (pictured) said defensives had been the ideal place for investors to hide during periods of minimum growth and austerity-driven policies. However, the rotation back into value has given cyclicals...
More news
What are the most important factors for investors when selecting ETFs?
Brown Brothers Harriman survey
Brexit Blog: May suffers another Commons defeat
Latest news and analysis
How much does fund size matter?
Smaller funds still packing a punch
Market Movers blog: Oil price jumps to 2019 high
Latest news and analysis
Janus Henderson adjusts pricing approach on £2.8bn Property fund to promote 'long-term investment'
Moving to a full-spread basis
Back to Top