Allocation

As the virus outbreak spreads well beyond China, it is hard to forecast exactly what the economic impact will be, but it’s safe to say that consumption and supply will be significantly affected

In the first of a new regular series of insight pieces looking at the key trends, themes and opportunities in the financial technology sector, Guy de Blonay, manager of the Jupiter Financial Innovation Fund, says the domination of banks in the European payments space is set to end as innovative e-commerce vendors and some traditional in-store payment providers start to make their presence felt.

MSCI Inc., a leading provider of critical decision support tools and services for the global investment community, has today launched a solution to help investors assess their exposure to climate related risks and opportunities.

As China enters the Year of the Rat this Saturday (25 January), Jasmine Kang, Portfolio Manager at Comgest, the independent, international asset management group focused on quality growth investing, believes that China’s growth has become more sustainable but that high-quality companies are still rare...

There are several reasons to be optimistic about Japanese equities in 2020. First, consider valuations. Whether on price-to-book or price-to-earnings, Japanese stocks are among the cheapest in all developed equity markets. Take the price-to-book ratio of the MSCI Japan.