China Report 2014

ShanghaiAs China opens up its capital markets, investors are waiting for index compiler MSCI to respond by including Chinese A-shares in its Emerging Markets index. But when will that happen? George Mitton reports.

MetronomeFollowing the first interest rate cut in two years, all eyes are once again on China’s authorities to deliver a soft landing for the economy, writes Nick Fitzpatrick.

The stock connectThe initial enthusiasm around the programme that links the stock exchanges of Shanghai and Hong Kong has faded and trading volumes have dropped, partly because Ucits funds are not eligible to trade under it. Stefanie Eschenbacher reports. 

Philippe SeyllFunds Europe talks to Philippe Seyll about Clearstream’s China strategy and the importance of global connectivity.

The Chinese asset managers at our panel are bullish about growth in their home market and are agreed on one thing – it is expensive to expand in Europe. Chaired by George Mitton in Hong Kong.

TF Cheng and Chi LoAs China opens its capital markets and promotes privatisation, asset managers such as BNP Paribas Investment Partners, see a chance to generate attractive returns for clients.

Side mirrorChinese equities stand to become a normal part of global equity portfolios in years to come. Nick Fitzpatrick finds that the renminbi ETF is a vehicle towards that.

LightsThe debt problems in China do not worry all equity managers, and even where this is an issue, Nick Fitzpatrick finds reforms are promoting confidence.

Sponsored Profiles

SPONSORED FEATURE: Smarter than beta

Jun 14, 2017

‘Smart beta’ investing is rapidly becoming a popular alternative to both conventional passive management and traditional active management.

SPONSORED FEATURE: Smart beta: Unlocking key drivers of return

Jun 14, 2017

Manuela Sperandeo, iShares Head of Specialist Sales EMEA, tells Funds Europe how investors can leverage smart beta strategies to target numerous outcomes.

SPONSORED FEATURE: Minimum variance indices: Rewriting the rules

Jun 14, 2017

The FTSE Russell indices tracked by lyxor lead to fewer specific risks, fewer valuation and crowding issues and more consistent performance.

SPONSORED FEATURE: The reflationary environment

Jun 06, 2017

Funds Europe talks to Andreas Wosol about the implications of a return to reflation and why the value part of the European equity market could support investors in such an environment.

Executive Interviews

INTERVIEW: Finding managers that can (and do)

Apr 18, 2017

Fabrice Kremer, a fund selector at Banque de Luxembourg Investments, has berated fundamental managers for failing to beat indices, but he remains committed to active funds. He speaks to Nick...

JERSEY INTERVIEW: ‘A steady sort of place’

Mar 21, 2017

The chief executive of Jersey Finance is keen to portray the island as a stable, trustworthy jurisdiction. He talks to George Mitton.

Roundtables & Panels

TRENDING: Smart beta indices continue onward march

Jun 14, 2017

We asked five investment experts how smart beta indices have performed against cap-weighted indices over the past year and what the investment outlook suggests about the prospect for different investment factors.

SMART MONEY: Following the smart money

Jun 14, 2017

We asked six investment professionals about the emphasis they are placing on smart beta and active ETFs and how platforms are adopting these products.