Portfolio manager Carmel Wellso notes that rising disposable income in the region means more money is flowing into savings and investment products.
Tag : financials
RCM’s global chief investment officer Lucy MacDonald argues that performance comes from underweighting banks and that clarity on the sector is needed in Europe.
Review/outlook series: Robeco's Asia chief investment officer, Arnout van Rijn, is positive on the energy and IT sectors, and China.