Why Aviva’s target return fund misses the target
While the AIMS Target Return Fund has delivered its volatility pledge, barely budging in reaction to China growth fears in 2015 and 2016, or to Brexit and the election of Donald Trump as president of the US, it has missed its return target by a significant amount.
Why India is the top EM pick
India has a big demographic story, which is among the reasons why it stands out for us, and why it is the largest single country overweight within our emerging markets (EM) equity allocation, says Jaisal Pastakia, investment manager, Heartwood Investment Management.
China quadruples mainland-Hong Kong trading scheme quotas
China’s securities regulator has announced a four-fold increase in the daily trading quotas for Stock Connect, the programme that links the Shanghai and Shenzen stock exchanges with their Hong Kong counterpart.
How to navigate the passives surge in EM equities
As cumulative flows into emerging market passive funds surpass active alternatives investors should seek opportunities further down the market-cap scale, Aviva Investors head of emerging markets and Asia Pacific Will Ballard argues.
Are regional emerging market funds making a comeback?
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
China’s wealthy send $172bn offshore in three years
A “staggering” $172bn in Chinese funds have been deposited offshore by non-bank institutions in just three years, according to a report by Knight Frank.
Hong Kong’s total assets under management soar 30% in 2017
Bond, equity and mixed asset funds registered for sale in Hong Kong were up in double-digit percentages in 2017, capping a buoyant year for the special administrative region’s mutual fund industry, according to the December quarterly report from the Securities and Futures Commission.