Why China’s growth will continue regardless of who wins the White House

In Trustnet, Jane Andrews of BambuBlack Asset Management, Vincent Ropers of Wise Funds Ltd, Juliana Hansveden of Nordea Asset Management, Eric Moffett of T. Rowe Price, Luc Filip of SYZ Group and Hugo Robinson of Arisaig Partners, discuss how to navigate Chinese investments amid US-China trade war tensions. Link

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Medtech, staples and fragmented industries: PMs tap China’s domestic focus

In Citywire Selector, Jane Andrews of BambuBlack Asset Management, Vincent Ropers of Wise Funds Ltd, Juliana Hansveden of Nordea Asset Management, Eric Moffett of T. Rowe Price, Luc Filip of SYZ Group and Hugo Robinson of Arisaig Partners, discuss ways to tap into China’s domestic market and avoid US-China trade war spillovers. Link

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Can ESG awakening end the biodiversity crisis?

In ESG Clarity, Nordea’s Jacob Michaelsen, EdenTree Investment Management’s Esmé van Herwijnen, Sarasin & Partners’ Henry Boucher and Gresham House’s Olly Hughes, explore the impact of the ecosystem degradation and how companies are reacting. Link

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Finding value beyond the big tech gold rush

In Trustnet, Vincent Ropers, co-manager of the TB Wise Multi-Asset Growth fund, shares his thoughts on where to find value away from Silicon Valley tech stocks. “The sky hasn’t fallen in on the tech sector, but the recent sell-off is a stark reminder about the dangers of red-hot momentum investing. As investors reel from a […]

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Market volatility brings vintage hedge fund strategy back to the fore

In The Financial Times, Cedric Vuignier, head of alternative investments at SYZ Asset Management, and Oliver Dobbs, CIO and portfolio manager of Trium Credere fund, share their views on the comeback of convertible arbitrage, a hedge fund strategy which has benefited from this year’s market turmoil. Link

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PGIM’s Baribeau: Why there is ‘never room for value’ in portfolios

In Investment Week, Mark Baribeau, head of global equity at PGIM Jennison Associates LLC and co-manager of the PGIM Jennison Global Equity Opportunities fund, highlights key trends the team has been playing since the start of the year, including e-commerce, digital payments and the digital transformation of enterprises. “What we are trying to find are structural winners, companies that are […]

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