Investment
China at a watershed, says T Rowe Price
The renewed turmoil in China’s financial markets in the first two weeks of 2016 has undermined investor sentiment, wiping trillions of dollars off the value of global stock markets. Anh Lu, lead portfolio manager for T. Rowe Price’s Asia ex-Japan Equity Strategy fund looks at whether this could mean China faces a Japanese-style ‘lost decade’ of growth.
Investment | 15 Jan 16
From sustainable ETFs to UK infrastructure: the week in product news
Blackrock, JP Morgan, Bluebay, AXA, Wermuth and GCP all launched new products this week.
Staying top quartile – it’s nearly impossible for US equity managers
US equity funds have a hard time in beating their peers on a sustained basis. Only 4.28% of 678 US equity funds analysed by S&P managed to consistently finish in the top-quartile during three consecutive one-year periods from September 2012 to September 2015. So no wonder investors prefer the passive option.
Asia’s new fund flows double to $535bn in 2015
Total capital flowing into Asian investment products in 2015 hit $535bn, driven by mixed asset funds, according to Strategic Insight data.
Investment | 14 Jan 16
Great expectations: Low risk of recession in global economy
Wells Fargo Asset Management strategist Jim Paulsen says the global economy is not at risk from a recession but from exceeding expectations of growth.