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William Lam discusses how he is positioning his Invesco Asian Fund (UK) after the rebound, having outlined 12 weeks earlier – near the trough of the Asian equity market - how he was positioning the fund for a rebound.
Listen to the replay to hear Will and Ian discuss how markets have been impacted, with a particular focus on China, and the outlook for the region as we look beyond the pandemic.
In anticipation of a resumption of economic growth, the UK equity market has rapidly recovered over the past two months. Jonathan Brown and Robin West caution that it could be two-three years, however, before the economy returns to full health. Given their preference for quality businesses with strong balance sheets, they believe that it’s never been more important to maintain their focus on businesses with the ability to do well even in more difficult times.
William Lam considers questions that clients may be interested in such as: Have we seen the bottom in Asian stock markets? How is the Asian strategy positioned in these uncertain and volatile times? Is the strategy positioned for a rebound? What can we learn from the Asian experience of the virus in terms of how this might play out in other markets?
European Central Bank – end of an era?
Consumer spending continues to rise
US President Donald Trump announced the US and China have agreed in principle to a trade accord. However, China has stopped short of calling this a “deal.” As we assess what we know about the agreement, it seems clear that China has the upper hand in its negotiations with the US. By Kristina Hooper and David Chao
Will the US follow and what can be done to alleviate this problem?
David Eiswert, who has managed the Global Focused Growth Equity Strategy since October 2012, recently discussed his investment career at T. Rowe Price, his approach to researching investment opportunities, and the importance the firm places on research and collaboration to serve clients well.
Displaying: 11 - 20 of 37