Partner Insight: Small caps in Asia have often been deemed as being under-researched and illiquid in nature, yet the opportunities this sector brings about in terms of dividends is one that should not be ignored, according to Matthews Asia's Yu Zhang....
Partner Insight: In this quarter's edition of Bond Compass, State Street Global Advisor's SPDR analyse three key themes that could assist investors in navigating uncertain fixed income waters
Partner Insight: Matthews Asia's Yu Zhang explains how he identifies companies with a strong business model and 'tilts' his portfolio in order to overcome negative macro headwinds
Partner Insight: Data shows a surprisingly upbeat set of readings when it came to fixed income assets in 2019
Partner Insight: Dividend growth stocks and high yielding companies in Asia can deliver attractive total returns for investors, but Matthews Asia Portfolio Manager Yu Zhang explains why investors must be aware of the region's earnings cycle in order to...
Partner Insight: Asia dividend growth has almost doubled in five years, offering uncorrelated sources of income when compared to Western figures. Yet many investors remain wary of the sector. Matthews Asia Portfolio Manager Yu Zhang provides his view...
Partner Insight: Abhishek Kumar, Sector Head, Emerging Markets, Fixed Income Beta Team at State Street Global Advisors, discusses the outlook for emerging markets in 2019 and the challenges for active managers in the sector - where just 3% of them outperformed...
Partner Insight: The weaker turn in the global environment along with lower oil prices proved to be supportive for safe fixed income investments last year, but with Brexit looming and causing more economic uncertainty, what is the outlook for the asset...
Partner Insight: Japanese corporate profits have risen to record levels in recent years. Jupiter's Dan Carter, Fund Manager, examines how Japanese companies are reacting to the situation, and what the implications are for Japanese equity investors.
Talking Strategies: In the video below, Jupiter's fund managers discuss how changing tides over the past two decades have resulted in emerging markets, including EMD, and Asia and Japanese equities to become a core part of many wealth manager portfolios....