CHINA
Funds management
Magellan’s Hamish Douglass has made his first direct investment into China with a 5.5% holding in Alibaba, which he described as ‘close to the best business in the world’...
Expert Analysis
Lazard’s Ron Temple explores the various potential US/China trade war scenarios and what they would mean for investment outcomes. ...
Funds management
Australian fixed income investors consider political and geopolitical risk to be the greatest threat to domestic credit markets over the next 12 months, according to Fitc...
Funds management
Global markets are entering a ‘late cycle’ phase, as demonstrated by interest rate cuts, according to RARE Infrastructure....
Financial planning
The Australian stock market fell by more than 3.5% last week over fears of escalations in the US/China trade war. ...
Financial planning
Insight, part of BNY Mellon, believes there is only a ‘low probability’ of the US/China trade war being resolved soon as it identifies six areas which could be drawn into...
Expert Analysis
With President Trump threatened with impeachment and Boris Johnson handling Brexit in the UK, AMP Capital’s Diana Mousina examines how these political developments impact...
Features
The US/China trade war may be dragging on, writes Laura Dew, but are we really facing the threat of a global currency war and will either side be a winner at the end?...
Funds management
China will ultimately come out of the trade war on top thanks to its ability to pivot, Premium China Funds Management believes....
Funds management
The US has few options available to it if it tries to get into a currency war with China, according to analysis from State Street Global Advisers....
Funds management
Long-term fundamentals remain attractive for China, says UBS, despite the noise and volatility surrounding the US/China trade wars. ...
Funds management
The trade tensions between the US and China are expected to continue to shake up markets, according to RARE Infrastructure....
Features
Laura Dew writes that the Global sector offers investors exposure to a wide-ranging set of worldwide themes that would be ‘impossible’ for them to access otherwise....
Funds management
The sovereign wealth funds and central banks have increased allocation to fixed income, Chinese and alternative assets at the expense of European exposures, according to ...
Features
Emerging markets are growing in popularity and those in the Asia Pacific ex Japan sector, and in India in particular, have a lot to offer investors, Laura Dew writes. ...
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