During his recent visit to Australia, we caught up with Bernard Chua, Client Portfolio Manager of the Zurich Investments Global Growth Share Fund and asked him to demonstrate the stock selection process for the Fund. The Zurich Investments Global Growth Share Fund is an international share fund designed for long-term investors who want to capitalize […]
Read More...
The current equity bull market in the U.S. has been running, almost unchecked, since the end of the financial crisis in early 2009. While many U.S. companies rebounded as the Federal Reserve initiated its accommodative monetary policy and the economy recovered, that run has been dominated by information technology (IT) stocks in general, and by […]
Read More...
Earlier this year, Alison Shimada, Portfolio Manager from Wells Fargo Asset Management (the manager of Zurich’s Emerging Markets Equity Fund) shared her views on individual countries within the Emerging Markets landscape. The experienced investment team at Wells Fargo include macro-economic considerations as an important ingredient in the portfolio construction process, which helps provide a core […]
Read More...
Earlier this year, Alison Shimada, Portfolio Manager from Wells Fargo Asset Management (the manager of Zurich’s Emerging Markets Equity Fund) shared her views on individual countries within the Emerging Markets landscape. The experienced investment team at Wells Fargo include macro-economic considerations as an important ingredient in the portfolio construction process, which helps provide a core […]
Read More...
Volatile equity performance in emerging markets has led some investors to chase performance historically, buying shares when prices are high and selling them when prices are lower. Consider the pattern of net flows into an emerging market Exchange-Traded Fund [ETF] as shown in graph 1. Graph 1: iShares MSCI Emerging Markets Index ETF net flow […]
Read More...
