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Retail Investment briefings
As this video outlines, the recovery in Japan is not a short-term cyclical one; rather it is connected with fundamental changes at both the societal and corporate level. Download your copy to access the highlights of Lawrence Gosling's interview with Yasuyuki Kanda, CEO/CIO, London office of Tokio
Company:Tokio Marine Asset Management
Published:30 November 2015
Business Area:Multi Asset
Within the credit world, there is a sense that if you get the company right and avoid default you will have done your job as a bond investor. While this is a neat premise, we believe it is a gross oversimplification of the asset class. By only focusing on the quality of a company you have only dealt
With India’s public sector banks burdened by over-stretched balance sheets, the country’s more nimble private bank sector is benefiting from positive demographics and stronger credit demand, says Diego Mauro, Senior Investment Analyst for Hermes Asia ex-Japan.
The slump in oil prices shows no sign of abating, as OPEC continues to maintain production levels. Energy companies have been forced to adapt – some radically – particularly those in regions where the marginal cost of production is much higher. Some sectors of the industry will find it difficult to
Despite weaker Chinese appetite for raw materials, investors aiming to maintain diversified portfolios with an exposure to commodities should consider gold producers, which benefit from favourable demand dynamics, the safe-haven status of the metal and attractive valuations, says Andrey Kuznetsov,
China’s slowing growth and market rout may dominate news flow, but the nation’s transition from an investment-led economy to one driven by services and consumption is also worthy of investors’ attention, says Kunjal Gala, Senior Analyst for Hermes Emerging Markets, who recently visited the country
Since 2011, emerging markets (EM) have been in the midst of a “great unwind” – domestic deleveraging, decelerating demand in China, and the fear of imminent monetary policy tightening by the US Federal Reserve, says Gary Greenberg, Head of Hermes Emerging Markets team.
Important economic reform is underway in India, which has the potential to solve the nation’s long-term structural problems and transform its economy into a modern place to do business, says Kunjal Gala, Senior Analyst for Hermes Emerging Markets.
Our experience as long-term investors, and as people, leads us to believe that the investment maxim of increasing shareholder value above all other concerns should be re-examined. Environmental, social and governance risks can incur harsh financial consequences, particularly within the extensive
Pioneer Investments, based in Boston is a global investment manager dedicated to growing and preserving client assets and building trust. Portfolio manager and leader of the US growth team, Andrew Acheson talks through the tactics and challenges of running a stable equity portfolio in a largely
Published:24 November 2015
Business Area:Global funds