By ADRIAN LOWCOCK 17/03/2010
Each month, we ask our Research Analysts to identify one asset class that they believe is likely to outperform, is highly topical or is an asset class that we believe has been overlooked by investors. Our Analysts then make their pick of our Manager of the Month, from our top-rated funds within this sector.
This month, the focus of investors has very much been on China – perhaps, not surprising, with the launch of Anthony Bolton’s new fund. Over the long term, we remain positive about China, but at present we do believe that the region is fully valued. We believe it is difficult to get access to the region in an effective way and we prefer managers who are able to deliver outperformance, whilst offering some protection should markets fall.
Our Manager of the Month for March is Martin Lau. Lau has managed the First State Greater China fund since 2002.