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Stock in Focus – Kering

Janice Green — Thu, 26 Oct 2017 04:30:57 +0000

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 […]

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Has the Bull Market gotten a bit long in the “FANGs”?

alex — Fri, 13 Oct 2017 03:42:18 +0000

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 […]

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Spotlight on Russia – perspective from Wells Fargo Asset Management

alex — Wed, 02 Aug 2017 05:09:07 +0000

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 […]

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Spotlight on China – perspective from Wells Fargo Asset Management

alex — Thu, 15 Jun 2017 04:27:58 +0000

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Must investing in emerging markets be volatile?

alex — Wed, 05 Apr 2017 23:48:52 +0000

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 […]

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US election results roil global markets

admin — Thu, 10 Nov 2016 03:45:40 +0000

The 2016 US presidential election has been one of the most contentious in recent memory. In the weeks leading up to election day, American Century Investments’ most senior investment professionals have been sharing their views on potential outcomes. Read the latest perspective on Decision 2016 from Co-CIOs G. David MacEwen and Victor Zhang on the […]

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Time to reconsider Emerging Markets?

admin — Tue, 10 May 2016 01:13:33 +0000

After a prolonged period of doom and gloom, the news emanating from Emerging Markets has taken on a more positive tone since the start of 2016. Encouraging macro-economic reports out of China, including both trade data for March and first quarter GDP growth that matched expectations at 6.7%, have allayed immediate fears of a ‘hard […]

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Finding Growth in a low growth market

admin — Thu, 17 Mar 2016 05:16:18 +0000

Zurich’s Global Growth Share Fund has generated 11.78% p.a. return since its inception in 2009 to the end of February 2016 – ahead of global benchmarks. In this video, Bernard Chua from American Century Investments shares the fund manager’s formula for selecting high performing stocks.

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Advisers prove their worth in volatile markets

Janice Green — Wed, 27 Jan 2016 22:38:05 +0000

China’s economic slowdown, plummeting commodity prices led by oil, and stuttering global growth have combined to create the worst start to the year on record. You can’t blame investors for feeling anxious as the media speculates that there could be more turbulence to come.

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Introducing the Zurich Concentrated Global Growth Fund

Lauren Smith — Thu, 10 Dec 2015 00:58:37 +0000

Launched in partnership with our investment partner American Century Investments, Portfolio Manager Laura Granger highlights the key features and benefits of the new Zurich concentrated fund and how it can work within a client’s portfolio.

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