Major dividends being cut in developed markets
Asia was first into the coronavirus crisis, with China officially reporting cases in mid-January, but it is showing encouraging signs that it may be the first to emerge from it.
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.
New positions set up despite drop in equities exposure
Bottom-up, fundamental investment strategy
Man Numeric's sixth UCITS fund