Asia Pacific ex Japan

Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.

Stockmarkets finish 2019 at three-year highs

China has risen fast and accomplished much in 70 years of the People's Republic, but nothing rises smoothly.

Macroeconomic factors in Asia including the US-China trade war, Hong Kong’s political unrest and India tackling an economic slowdown, are likely to remain impediments to growth in 2020.

As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.

Concentrated portfolio of 20 to 40 high-quality companies

New hire strengthens Chinese equity capability at Investec AM

Which funds stole the show?

Global equities and mixed asset funds popular

Growth could be unimpeded by trade tensions