Fund managers have some big hitters for geopolitical advice. In January 2016, Axa Investment Managers appointed Laurence Boone – former special adviser to a past French president, François Hollande – as chief economist.
The inclusion of China A-shares – large-cap Chinese stocks, traded domestically – in the MSCI Emerging Markets index and MSCI AC World index on May 31 may not have been met with a clamour by investors. But it was significant.
Contrary to expectations, mid-sized asset managers are finding success in funds distribution. But as Fiona Rintoul reports, effective distribution remains difficult.
Interviewed at the Calastone Connect Forum in April, Standard Life Aberdeen’s Martin Gilbert tells Nick Fitzpatrick why he admires Donald Trump and which tech giant he fears entering the asset management space.
The past decade has seen massive outflows from actively managed funds to passive vehicles. An event hosted by Funds Europe, in association with RBC Investor & Treasury Services, asked experts for their take on the way ahead.
Didier Kayl, head of business and relationship development, client service management, Fundsquare.
TCW senior bond manager Laird Landmann tells Nick Fitzpatrick about trading at the time of Lehman Brothers’ collapse and – now that the Fed is raising rates – envisages a period of difficult price discovery in fixed income.
Europe’s recovery means income growth, not prices, is likely to drive property performance in the next few years – which means attention to fundamentals is important, says Matt Hall of Invesco Real Estate.
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