I am still not ready to move negative duration
Edward Lam is running a significant underweight to China in the expectation the country will move to devalue its currency.
Aberdeen Asset Management is launching a China A-Share fund after being granted its first Chinese RQFII licence.
Hermes has partnered with Hong Kong based fund manager CSOP Asset Management to launch a China A Shares fund run by some of the country's own up and coming stockpickers.
UK shares edged lower this morning as concerns over the economic recovery in the US, and yesterday's move by the country to curb tax avoidance via M&A deals, continue to weigh on investor sentiment.
In the wake of Alibaba's market-busting IPO, Magdalene Miller from Standard Life Investments takes a look at the other internet-based companies in China battling it out.
The strong dollar has been the bane of equity markets, placing pressure on earnings. But Simon Laing, head of US equities at Invesco Perpetual, argues investors need to look back at the 1980s, when markets soared alongside the dollar’s strength, for investment inspiration
With globalisation under pressure, Samy Chaar, strategist at Lombard Odier Investment Management, asks if a new mantra of regionalisation and non-dollar currency trading could become the norm