CHINA

Funds management

Clients may be asking their adviser whether there is still value in the US technology names after their rally, but Fidelity International’s Lukasz de Pourbaix believes th...

Funds management

In this latest Meet the Manager profile, Money Management speaks with Wilson Asset Management portfolio manager Matthew Haupt on Australian equities, the US presidential...

Funds management

The Year of the Dragon could see a temporary rebound in Chinese equities and opportunities for contrarian investors to pick up stocks at cheap valuations, according to co...

Funds management

Key performers emerging across Asia could see the region outperform the US market over the long term as a 'growth de-synchronisation' plays out, according to fund manager...

Funds management

According to Natixis Investment Managers, five key threats will continue weighing on Australian investors’ minds and their portfolios in the new year as inflationary pres...

Funds management

AMP has reached the next stage in the sale of its real estate and infrastructure business to Dexus, but it remains yet to be completed 18 months after entering into agree...

Funds management

Despite all the negativity around Chinese markets, these managers see a ‘once in a generation’ opportunity to buy quality companies at bargain prices, similar to the post...

Funds management

Bank of America’s global survey has found allocations to US stocks have seen a record monthly jump as investors tilt overweight to the region for the first time in a year...

Funds management

Fidelity’s Asian equities investment director, Gary Monaghan, has shared his insights on Chinese technology after its Fidelity Asia Fund won at this year’s Money Manageme...

Funds management

The Chinese economy may be a downside risk but investors should not expect it to impact heavily on global growth, according to Magellan Global fund manager, Arvid Streima...

Features

Newly opened this year from its COVID-19 lockdowns, two tailwinds are in place which are making China a more appealing investment option for Australian investors....

Funds management

China’s reopening is leading the attractive path forward for Asian equities, but investors should remain selective, according to abrdn’s Asian equities investment directo...

Funds management

Despite its history of volatility, emerging markets offer rewarding returns for investors with long-term “emotional grit”, says this Fidelity investment director....

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...

 

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