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Fund Managers
Asia’s insurance sector is at a tipping point, says Janus
By Joe Marsh | 13 August 2010
Portfolio manager Carmel Wellso notes that rising disposable income in the region means more money is flowing into savings and investment products.
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Blue-chip manager says banks to be avoided
By Hugo Cox | 22 June 2010
RCM’s global chief investment officer Lucy MacDonald argues that performance comes from underweighting banks and that clarity on the sector is needed in Europe.
Views
Robeco bearish on government bonds and property, mixed on Japan
By Joe Marsh | 7 January 2010
Review/outlook series: Robeco's Asia chief investment officer, Arnout van Rijn, is positive on the energy and IT sectors, and China.
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