China: Seeking state solutions

As Xi Jinping consolidates his power in China, Rob Drijkoningen, co-head of emerging markets debt at Neuberger Berman, worries that the president’s influence will extend beyond his next five-year term. In Investment & Pensions Europe, he notes that “the longer a leader stays in power, the less friendly they can turn out to be.” Link

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Neuberger Berman acquires Italian investment fund

Citywire Selector covers the news that Neuberger Berman’s private equity business has acquired all units of the Italian investment fund, Fondo Italiano Di Investimento. Anthony Tutrone, global head of alternatives at Neuberger Berman, expresses his delight at working with Italian entrepreneurs “who are leaders in their fields”. Link

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Secrets of my success: Hermes Investment Management’s Harriet Steel

Harriet Steel, head of business development at Hermes Investment Management, answers questions about the ‘secrets of her success’ in the Evening Standard. She touches upon aspects of her role she finds rewarding, those that present challenges and how she is able to achieve a work/life balance, as well as the importance for women in the financial […]

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Asian currencies surge despite North Korean threats

Mark Melehes, cross-asset strategist at Ashburton Investments, believes central banks in Asia will hike rates, albeit in a tempered fashion. In the Financial Times, he notes rate normalisation will go ahead because central banks “need ammo for the next recession”. Link

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Moving on from Japan’s ‘lost decade’

Joel Le Saux, manager of the OYSTER Japan Opportunities fund at SYZ Asset Management, expects wage and price inflation in Japan to continue increasing. In Investment Week, he notes that “while the actions of the Bank of Japan and Abenomics tend to steal the headlines, the real story has been a domestic recovery quietly gathering steam.” […]

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The Australian asset manager building out its UK presence

Jacob Mitchell, CIO and co-founder of Antipodes Partners, an Australian investment boutique, discusses his Ucits fund’s global portfolio in a profile on Fund Strategy. He outlines his process, which is based on fundamental research and uses shorts and currency positions opportunistically and to counter the risks of specific long positions, and his aim to build […]

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Hermes Investment Management: Seven Black Friday bargains

Gary Greenberg, head of emerging markets at Hermes Investment Management, finds investment opportunities in China, renowned for its technological innovation. In Portfolio Adviser, he explains why his stock pick, Alibaba, has a business model worth investing in in the current era of ‘big data’. Link

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Ashburton Investments: Seven Black Friday bargains

Simon Finch, manager of the Ashburton India Equity Opportunities fund, finds Black Friday investment bargains in India as the country continues to experience significant growth. He explains in Portfolio Adviser how he is taking advantage of the forecast growth in the Indian television market through his position in Sun TV Networks. Link

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Antipodes Partners: Seven Black Friday bargains

As shoppers hunt for Black Friday deals, Jacob Mitchell, CIO of Antipodes Partners, finds cheap investment opportunities in Korea. In Portfolio Adviser, he explains the appeal of Korean companies comes from corporate governance reforms that are improving shareholder relations. Link

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