December 2011

Brazilian flagThousands of protestors pouring into the streets of Brazil not surprisingly overshadowed news that a fixed income tax had been repealed. Andrew Short asks what markets can expect next.

SceneryThe abundance of certain crops in Brazil means there is nowhere to put it all. Andrew Short considers the investment opportunity in storage.

BooksWith emerging market star Brazil set for slower growth fund managers will have to dig deeper to keep the Latin American growth story on tract, finds Nick Fitzpatrick.

LombardoPioneer Investments argued the case for a ‘renaissance of risk’ at its annual client investment conference, where Funds Europe was the media partnerMany fund selectors believe investors are on the verge of allocating a greater amount of money to equity investments and away from bonds.

Private jetThe Brazil hedge fund industry has seen many launches in recent years, but is now on a plateau. The recovery in wealth management globally may help drive the industry, says Nick Fitzpatrick.

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Executive Interviews

Interview: Asia’s sweet spots

Jul 05, 2019

As the US-China trade war ramps up with a hike in levies, Tai Hui, chief market strategist for Asia-Pacific at JP Morgan Asset Management, tells Romil Patel where he identifies investment value.

Interview: Money needs a place to go

Mar 11, 2019

Peng Fei, chief investment officer at Wanwei Asset Management, tells Romil Patel about allocating capital across risk factors when asset performance is uncertain and unpredictable.

Roundtables

ESG roundtable: Are the ESG stars aligning across Asia?

Jul 05, 2019

Our panel of experts discusses driving higher ESG asset allocation in Asia, growing calls to address the global climate crisis and the importance of governance. Chaired by Romil Patel in Hong Kong.

Singapore roundtable: A money magnet

Mar 11, 2019

Our panel discussed why the Singapore Variable Capital Company makes them bullish, what gives the onshore jurisdiction an offshore feel and “blood on the streets” from China’s slowdown. Chaired by Romil Patel in Singapore.