The evolution of asset management since 1995
Renamed J.P. Morgan China Growth & Income plc
BlackRock top the tables
Trade negotiations - and the subsequent signed agreement with the US - coupled with slowing headline growth have kept China firmly in the headlines over the opening month of 2020. Fidelity China Special Situations PLC’s Dale Nicholls reflects on the current...
Passive funds 'never have that tension’
Follows Woodford collapse
Oil and gas stocks rise amid escalating tensions
Prospects for alternatives remain positive
The good news for investors over the last year is that absolute returns have been positive, but the bad news is that valuations have been pushed up as fundamentals have moved in the opposite direction. The question now is: how does this divergence get resolved in 2020 given that central banks have delivered?
Japanese equities have faced external headwinds over the last 12 months. Fidelity Japan Trust PLC’s Nicholas Price reflects on why he has been adding to out-of-favour tech stocks