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CHINA
Funds management
Whilst Western nations mitigate inflationary pressures, China’s economic recovery will underpin Asia ex-Japan growth, says fund manager Jonathan Wu....
Funds management
Geopolitical fears are forcing countries to reverse a 20-year global trend and seek self-reliance rather than rely too heavily on China, according to Man GLG fund manager...
Funds management
Per statements to the ASX, it would be pushed to at least mid-March as AMP awaited outstanding regulatory approval from China. ...
Funds management
The “green superpower” has benefited from a surge in demand from ESG investors, despite continued concerns over the country’s social and governance practices. ...
Funds management
The $7.5 billion Magellan Global fund is exploring increasing its weighting to China as it believes its re-opening will lead the country to be the story of 2023....
Funds management
After China surprised markets with a sudden re-opening in late 2022, all eyes remain fixed on how this will play out in global and emerging economies....
Policy & Regulation
While Australia has been in a generally sweet spot compared to global peers, this could be the year spending declines as interest rate hikes pinch, argue experts. ...
Funds management
As the Chinese economy begins to bounce back, experts argue its impact on the domestic and global economy could be significant....
Funds management
Although China’s strict ‘zero-COVID’ policy has dampened its economic growth, this investment firm argues that long-term investment in China “remains strong”. ...
Expert Analysis
The valuations of growth stocks have adjusted significantly in the past few months, writes Raj Shant, and are well positioned to withstand the slowdown....
Funds management
Fidelity’s Andrew McCaffery offers a glimpse into the major issues that could move markets over the coming months and how the investment house is positioned for them....
Funds management
Investors should be tilting portfolios towards defensive asset cash and inflation-linked securities, says Pendal’s Michael Blayney....
Funds management
The Pengana International Equities fund is taking steps to reduce its exposure to China as it is concerned about the country risk. ...
Funds management
Investors are in the most complex market backdrop for 40 years, the managers of the $7.1bn Platinum International fund have warned....
Funds management
Following a turbulent start to 2022, Fidelity has outlined the three themes it expects to influence markets over the coming few months....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...