Asia

One-on-one meetings with portfolio managers

One-on-one meetings with portfolio managers

Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.

Looking back at the past to predict the market of tomorrow

Companies must make good on ESG promises, manager argues

'WYSIATI' behavioural phenomenon among investors

Added to Asia and luxury spending holdings in UK and global equity funds

As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.

'Low levels of demand'

Active funds took 'brunt of selling' during the month