Opinion
Opinion,
February 2020
Coronavirus a Challenge for China’s Economy
The novel coronavirus (2019-nCoV) has now infected nearly 10,000 people worldwide, with over 200 mortalities reported as of January 31, 2020. The majority of cases have been in Wuhan, China, where it originated, though more are being identified across a dozen other (...)
Opinion,
January 2020
Why 2020 will be the year Europe’s pension schemes engage with ESG
Pension schemes have struggled to get to grips with environmental, social and governance (ESG) issues. However, 2020 is likely to be the year when the growing pressure from regulators to address these issues becomes an (...)
Opinion,
January 2020
The year of the rat: China’s Economy is strong but investors need to be on their guard
As China enters the Year of the Rat this Saturday (25 January), Jasmine Kang, Portfolio Manager at Comgest, the independent, international asset management group focused on quality growth investing, believes that China’s growth has become more sustainable but that (...)
Opinion,
January 2020
Why investors should be optimistic about Japan
There are several reasons to be optimistic about Japanese equities in 2020. First, consider valuations. Whether on price-to-book or price-to-earnings, Japanese stocks are among the cheapest in all developed equity markets. Take the price-to-book ratio of the MSCI (...)
Opinion,
December 2019
Beneath the headlines: three stories that might surprise investors in 2020
Over the past twelve months, the US/China trade dispute has dominated headlines and commanded a considerable slice of the world’s attention. Yet, while any breakthrough would be significant for investors and positive for sentiment in Emerging Markets (EM), we think there are (...)
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Jean-Francis Dusch : ’’Our mission is to offer investors a stable and predictable long-term return, from selected debt investments in developing and fast-growing sectors’’