Investment
French election results seen a plus for Asia
The outcome of the French election has removed a key risk, revealing relatively cheap assets in Europe and Asia against a background of improved investor sentiment, industry sources told our sister publication Fund Selector Asia.
JP Morgan: It’s time to start loving industrials again
The global economy is finally emerging from the doldrums of the financial crisis and it is a prime time to move into more ‘unloved’ industries says Francesco Conte, co-manager of JP Morgan’s European smaller companies investment trust.
The peculiarities of ESG investing in China
Chinese companies account for a tiny percentage of ESG-filtered emerging market ETFs, even though China is 26.5% of the MSCI EM Index.
Macro Views | 10 May 17
Now is a ‘dangerous time’ to invest in passives
The hype around passive products has never been more intense, but Brooks Macdonald Asset Management’s Jon Gumpel warns that there could be danger ahead for passive investors.
Hong Kong-Swiss scheme to join fund passport club
A Switzerland-Hong Kong fund recognition scheme is looking to gain traction in Asia, following closer links between the two countries in recent months.