China: A ‘Known Unknown’ Risk in Equity Portfolios Emerging Markets, Equities, Webinars The recent cascade of new regulations, impacting a wide range of sectors from fintech to property and private tuition, was widely perceived as a retrograde move by the government. With the economy largely market-driven over the last four decades, these sudden moves have taken equity markets by surprise. Read More
Beware of Profitless Growth Equities, ESG The energy transition lifted many boats in the years before the outbreak of the global pandemic. But not all companies are able to translate this growth into greater profitability. We speak to T Rowe Price’s Hari Balkrishna about the dangers of profitless growth and look at how impact investing can be applied to global equities. Read More
Cbus Mulls Higher Asia Tilt Emerging Markets, Equities, Women in Finance After more formally splitting out emerging markets from its global equities portfolio, Cbus is now considering whether it would benefit from a larger tilt towards Asia, which could incorporate a dedicated China exposure. Read More
Looking for Growth Equities Although many people today might think of growth stocks as companies such as Amazon, the investing style actually has its roots in discovering small emerging companies. We speak to MFS about opportunities in the current market. Read More
Earnings Acceleration: Beyond Growth & Value Equities, Webinars Based on a recent global study by American Century Investments, we investigate the effectiveness of earnings acceleration on significant and durable excess returns for the equities portfolio. Read More
The GPF Approach Through COVID Asset Owners, Chief Investment Officers, Equities, ESG An increased focus on overseas equites and human rights, particularly in the Thai fishing industry, has helped Thailand’s second largest pension fund to deliver strong returns while better managing risk, Dan Purves writes. Read More
We Are Still Late Cycle Equities Positive economic data coming out of the US has led many investors to switch to a risk-on mindset, but the data has been inflated by a burst of activity following the widespread easing of pandemic restrictions. The reality is that we are still late cycle, according to Fisher Investments. Read More
Future of the Internet in Asia Equities, Innovation, Webinars The role that the internet plays in people’s lives will continue to expand, business models will continue to evolve, the sources of innovation will continue to grow and regulation will continue to adapt. Read More
Healthcare Innovation in China Emerging Markets, Equities, Innovation, Webinars Many investors would be surprised to learn that China is transforming its healthcare ecosystem into one that is incubating a promising culture for future healthcare innovation. Read More
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