healthcare

Industrial, technology and healthcare stocks now offer a good mix between yield and defensive characteristics. China is undergoing an intensive reform phase, moving from “the end of poverty” to “common prosperity”. This offers opportunities for investors, as the country is a long-term challenge. However, investors have quickly priced in the uncertainty surrounding the regulations.

The Chinese stock markets have been on fire for a few weeks now. The large price losses have also surprised local fund managers, and investors are wondering whether they can still invest in the country with peace of mind. Fund manager David Raper (photographed above) thinks these concerns are somewhat exaggerated.

Paris-based fund manager launches new fund to invest in the structural trends of the new China. The fund takes a sustainability approach to stock selection.

Growth in the Asian stock market no longer comes from big tech companies. The best growth opportunities now lie in young, smaller technology companies and in the rapidly emerging healthcare sector, says Albert Kwok, manager of the PGIM Jennison Emerging Markets Equity Fund.

Amy Zhang has been one of America’s best-performing fund managers for quite some years now. What’s the secret behind the success of the manager of the Alger Small Cap Focus Fund? ‘Most of my peers sell too early, which is the biggest single cause of underperformance. We let our winners run as long as we believe there is still a significant and long runway for growth,’ says Zhang.