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Tag Archives | China

These six themes ‘will be top of mind’ for active managers in 2022

These six themes ‘will be top of mind’ for active managers in 2022

The response to climate change, inflation, post-pandemic growth and China’s market interventions are among investment managers’ top concerns this year, according to Sanlam Investments. Sanlam Investments’ portfolio managers believe active managers will focus on the following six themes as they position client portfolios for maximum returns: Theme 1: Post-pandemic growth “There is a growing body […]

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Emerging markets guru Mark Mobius on … everything

Emerging markets guru Mark Mobius on … everything

Mark Mobius, founder of Mobius Capital Partners and former chairperson of Templeton Emerging Markets Group, is widely credited with having established emerging markets as an asset class. Mobius had virtual “fire-side chat” with CFA board member Delphine Govender at the recent CFA Investment Conference. Here is a run-down of some of Mobius’s views on current […]

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