All major value equity indices show that the last five years, and in particular the last 12 months, have been a challenge for value as a style.
Nearly every expert seems to be pessimistic about any progress being made during the US-China talks this week, citing the “low level delegations” attending, but there are many signs from both sides of an incipient deal, not to mention the obvious economic and political incentives to achieve such.
Part 3: How does a portfolio manager invest in disruptive innovation?
The Fed, led by Chairman Powell, will very likely resist any effort by the White House to pressure it into halting rate hikes.
John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com
Recent moves by the Chinese government to further liberalize its fund management industry have generated a lot of interest with some observers projecting that China will overtake the UK to be the second-largest asset management market.
Part 2: Could a disruptive innovation strategy sit in a client’s portfolio?
Global equity markets rallied throughout 2017 without any major setbacks. With volatility at extreme lows, it could be said that 2017 was an unusually fortunate year for market participants in terms of risk and reward.
Part 1: Why invest in disruptive innovation?
In the past few years, Turkey has faced some of the most monumental challenges in its recent history.
In March 2018, Bloomberg announced a conditional decision to include Chinese bonds in its flagship bond index: Bloomberg Barclays Global Aggregate, starting from April 2019.