Capital Group CEO sees mid-sized asset managers getting ‘hollowed out’
Capital Group CEO Mike Gitlin expects smaller boutique firms to survive on satellite allocations and larger firms taking more market share of investors’ core exposure.
China
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How Ninety One is rethinking China equity allocations
A broad yet precise approach to the full China stock market seeks to offer access to the best ideas to convert structural dispersion into sustainable alpha.
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Artemis and Guinness: Why the best might be yet to come for China
Valuations across the Chinese market remain low compared to other countries and their own history.
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Harvest Global Investments reshuffles C-suite
Charlie Chen has been promoted to chief executive officer of Harvest Global Investments.
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InnovestX partners with China AMC in Thailand to offer exposure to ETFs
The collaboration provides two depositary receipts linked to China stock ETFs.
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This China fund manager looks for ‘cheap Ferraris and Fords’
Being open minded about quality, but strict on valuation, is key to the approach of the Federated Hermes China Equity fund, explains portfolio manager Sandy Pei.
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FSSA versus Schroders: Head-to-Head
This week FSA compares the FSSA China Growth fund and the Schroder ISF China Opportunities fund.
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BBH supports ICBC UBS AM and KraneShares ETF launch
Brown Brothers Harriman has been appointed the custodian and administrator for a China internet ETF domiciled in Hong Kong.
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Morgan Stanley: fee cuts to boost China mutual funds
A client-centric mindset and a dedicated equity product strategy are key to maintaining share in the fee pool, says Morgan Stanley.
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Jupiter: Taiwan and Korea are a low risk way to get AI exposure
Taiwanese and Korean tech stocks are still under-appreciated, according to Sam Konrad, co-manager of Jupiter Asia Pacific Income fund.
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Pictet AM’s Wong: Traditional asset allocation is backwards looking
Pictet Asset Management portfolio manager Andy Wong makes the case for a total portfolio approach: taking cues from the market and assessing the risk-reward.
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UBS AM backs China equities
UBS AM is also positive on Asia tech and high yield bonds, senior managers told a roundtable.
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Ninety One: China is at a turning point
Structural reform, stronger fundamentals, and sectoral innovation are transforming the country, says Ninety One’s Wenchang Ma.
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PIMCO: China growth model faces headwinds as inventories climb
The world’s largest active bond manager says China faces new hurdles as trade barriers start to impact exports.
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Brandes: Don’t ignore EM macro or your entire thesis could be wiped out
Brandes’ Louis Lau shares why he’s no longer bullish on China, but remains optimistic for Korea.
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HSBC adds Industrial Bank as China partner
Industrial Bank is HSBC’s third mainland partner bank under wealth management connect.
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Morgan Stanley: US interest in China equities highest since 2021
US investors can more easily access new Chinese tech through A and H shares.