The ‘China growth story', which was underpinned by manufacturing exporters in the past but is ever more by local consumption now, is one key reason some managers posit to invest in the region.
The New Capital Wealthy Nations Bond Fund, co-launched by Stratton Street Capital and EFG Asset Management, is celebrating its third birthday with a return of 31%, double the average three-year returns of the sector (according to Trustnet).
These days, all roads for European fund managers and allocators seem to lead to Asia. But when they arrive, it is clear some of them struggle with ‘what now?'.