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The trends towards economic ‘de-coupling’ of China from other countries, particularly developed countries, and ‘regionalisation’, often touted as the next phase of globalisation, may be accelerated as a result of the COVID-19 pandemic. In this session, our panel of Asia-based investors will explore the opportunities and risks for China and Asia more broadly of these trends, and the implications for investors.
JANA’s Global Equities Research Team unpacks and discusses the key drivers of market returns over the period and the implications on active manager performance.
This paper discusses the rapid growth of passive and ETF investing and considers the potential implications on investment markets, both from a return or risk perspective.
