Strategies insights

Constantly checking the pulse of consumers is crucial for companies, as shoppers’ behavior quickly changes and evolves within broader trends.

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China is pushing through major reforms and, therefore, offers investment opportunities in healthcare, consumer goods, green energy and technology.

When opportunities seem to be dwindling, what is the best approach for investors seeking fixed income returns?

We keep our constructive outlook on China, which is still our biggest country allocation. In our view, China is home to the world’s most effectively managed major economy.

A flexible investment approach and cautious portfolio construction enabled us to take rising yields in our stride.

We stick to our long-standing investment focus on secular growth companies and to seize opportunities to add new names.

The re-opening path will be bumpy but will offer opportunities for both stock and bond pickers, thus we will try to maintain a balanced portfolio construction across asset classes, risk factors, and time horizons

We maintain a liquid and solid portfolio of strong conviction investments, diversified in terms of geography, sectors and themes.

On 31 March 2021, the Fund celebrated its 10th anniversary. (Re)Discover the features which make this Emerging Market allocation fund so unique.