In the first quarter of 2017, many of the asset classes directly affected by the election of President Trump recovered. Emerging market assets rebounded, government bond yields stopped their upward trend and the US dollar depreciated against most currencies. Overall, it was another strong quarter for growth assets.
In this edition, our strategist Michael Power considers the rise of populism and its implications for investors and Portfolio Manager Greg Kuhnert outlines why now is the time for an all-China approach to investing in Chinese equities.
Everyone is talking about politics these days at it has generated plenty of heat and some light over the last few years, but the links to company revenues and profits are tenuous at best. Our European Equity Strategy invests in companies from the bottom up with a focus on only the best ideas. This issue’s strategy focus by European Equity Portfolio Manager Ken Hsia explains how we do it.
I hope you find this issue both interesting and useful and please do not hesitate to contact us if you would like more information.
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