Ninety One: Q3 2022 AUM update

For us, Japanese equities represent a highly compelling long-term investment opportunity. There exists a powerful, structural earnings growth story in Japan, which has good potential to extend many years into

By Sam Jochim, Economist at EFG Asset Management China’s economy has weakened but policy easing means we expect improved conditions in 2023. Other Asian economies are well positioned to benefit

  During 2022 there was a sell-off in equities worldwide, and with interest rates and bond yields rising sharply as the year progressed, markets face an increasing likelihood of recession

As stewards of capital, we help companies becoming better versions of themselves. We call this value-added ‘shareholdership’. We work hard to be considered the shareholder of choice. We want companies

2022 has been a torrid time for bond exposure in multi-asset portfolios. But does this mean there are now opportunities for those who know where to look? John Stopford, Head

Nomura Asset Management Co., Ltd. (NAM), have announced an initial donation of $50,000 to charity: water as part of a three year commitment to support their initiatives implemented over the

In this Q&A, PIMCO’s Dan Ivascyn highlights why he believes that fixed income markets now offer better value for active managers than they have in years. After months of market

By Cathrine De Coninck-Lopez, Global Head of ESG at Invesco Investors are increasingly being asked to have a view on how ESG aligns with their investment values. Amid this backdrop,

David Dali, head of portfolio strategy at Matthews Asia, explains how emerging markets can give investors ballast to navigate macro headwinds and position portfolios for growth. Portfolio allocators rarely rely