investor dialogue

Q&A: Ruchir Sharma on growth, China and more

The chief global strategist and head of emerging markets for Morgan Stanley Investment Management explains why growth has slowed and looks for signs of optimism worldwide.
July 25, 2016

Mark Mobius: breaking frontiers

The chairman of Templeton Emerging Markets Group says the past two decades have seen rapid growth in emerging markets, and they still offer great potential for investors.
June 22, 2016

Private equity's China moment

David Pierce of HQ Capital reflects on his 20-year career in private equity in Asia and looks at the road ahead for China.
March 01, 2016

HQ capitalises on secondary PE fallout

David Pierce has a 20-year career in private equity in Asia and has run HQ Capital's Asia business since 2014. Here, he gives his views on the outlook for private equity in Asia.
February 25, 2016

Investor Dialogue: Lian Chia-Liang

We speak to Western Asset Management’s regional investment head about the Great Rotation and the need for price discipline in new bond issues.
March 20, 2013

Investor Dialogue: Stefan Keitel

Credit Suisse’s chief investment officer for asset management and private banking and co-head of the portfolio management business talks about asset allocation and investment strategies.
December 19, 2012

Investor Dialogue: David Kiddie

The head of AMP Capital’s multi-asset group and specialist investment teams discusses dynamic asset allocation, managing volatility and the firm’s Asia strategy.
October 22, 2012

Investor Dialogue: David Gaud

Edmond de Rothschild Asset Management’s senior portfolio manager for Asia talks about stock picking in Asia.
August 20, 2012

Investor Dialogue: Peter Warren

Peter Warren, co-portfolio manager of CQS’s diversified fund, discusses his investment style and market outlook.
June 27, 2012