The Year of the Ox is upon us and the team at Morningstar returns with fresh, timely and critical insights to help fund selectors, investment advisors and relationship managers evaluate the best themes and strategies – and their ideal providers – for the year ahead.
Key points over the hour-long discussion include:
· A review of demand for ESG funds from both private banks and their UHNWI clients in Asia and how to sort the wheat from the chaff to select the most appropriate ESG products
· Further insights into China‘s onshore markets and where to focus on growth when faced with a massive suite of opportunities, and who to best provide that opportunity whether global or local providers
· Fixed-income strategies and how the ever-intense search for yield can take place without undue risk in a world of low-to-no yielding assets
· How can investors distinguish genuine mega-trends from short-term fads in the increasingly crowded field of thematic funds?