China A-shares inclusion set to light ESG fuse
The opening of the China A-shares market to foreign investors provides a window for China-focused funds to push ESG criteria into greater prominence in the world’s second largest economy.
Investment
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Finding value in EMD and alternative fixed income
To navigate the hazards of the bond markets, one fund manager looks to US and emerging market debt for value while a fund selector finds opportunity in alternative fixed income.
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Are listed family businesses the safer bet?
Concerns about family-owned companies tend to be distorted and data shows they outperform their non-family counterparts, according to Jean Keller, CEO of Quaero Capital.
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Europe bulls could eye UK on political shocks
UK equities could be a beneficiary of Spanish and Italian political turmoil, despite investors playing down existential risk to the European Union from the peripheral economies.
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Spain: plus ça change
Spain’s government collapsed last week and Pedro Sánchez replaced Mariano Rajoy as prime minister but unlike the political turmoil in Italy, Spanish bond markets have been unruffled.
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China’s MSCI inclusion: Big step, little change
Index provider MSCI formally included around 230 China A-shares into its three widely-tracked indices on Friday, but fund managers see a minimal impact on the A-share market.
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Transact entry into FTSE 250 points the way for more platforms
The entry of Integrafin, the parent company of platform provider Transact, into the FTSE 250 index has been described as good news for rival platforms and wealth managers considering a listing.
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‘Bond voyage’ to Italy says fund buyer
Italy’s political drama and subsequent bond sell-off has moved a leading fund selector to reduce their Italian investments to zero.
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Amundi launches socially responsible ETF
Europe’s largest asset manager Amundi has launched a Ucits ETF designed to provide diversified US corporate bond exposure while applying environmental, social and governance (ESG) selection filters.
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UBS Wealth in big hedge fund push
UBS Wealth Management is recommending clients allocate up to 20% of their assets to hedge funds as a diversifier, especially in an environment where interest rates and volatility are increasing, according to the firm’s executives.
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Advisers mixed on Helena Morrissey’s Girl fund
Has LGIM struck a blow for equality with its Girl fund and maybe more importantly, will advisers respond?
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Opportunities and risk in disruption
Investing in disruptive companies requires a blend of new entrants with established companies to minimise risks, according to Wesley Lebeau, Paris-based thematic equities portfolio manager at CPR Asset Management, a subsidiary of Amundi Asset Management.