Matthew Dobbs

Fund Manager, Asian Equities & Head of Global Small Cap

Highlight

Markets

02SEP 2019

How will global disruption affect small cap stocks?

Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption.

2018

MARCH

15MAR 2018

Markets

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.

2017

DECEMBER

14DEC 2017

Markets

Why consider investing in Asia now? Seven charts that tell the story

Asian stockmarkets have continued to climb higher. Despite the gains, there are many reasons to be positive. Matthew Dobbs highlights the most relevant charts.

NOVEMBER

01NOV 2017

Markets

The rise of young Asia: how millennials are transforming a region

We look at the huge shift of economic power towards a growing and increasingly wealthy Asian middle class, which - crucially - is both young and at ease with technology and rapid change.

OCTOBER

13OCT 2017

Markets

Is high turnover inconsistent with being a long-term investor?

High portfolio turnover is not necessarily a bad thing; it’s important to take a pragmatic approach.

JULY

11JUL 2017

Markets

20 years on: could the Asian financial crisis be repeated?

Matthew Dobbs, a veteran Asian fund manager, was in the eye of the storm in 1997. He examines why it happened and whether it could be repeated

2016

NOVEMBER

23NOV 2016

Markets

How will Trump’s presidency affect Asian trade?

Beyond the near-term noise, we don’t think we are going to see a transformational upheaval in trade in Asia.

MAY

10MAY 2016

Markets

Can small caps prosper in a world of deflation and disruption?

The recent underperformance of small caps in a number of markets has prompted some to suggest that they may have lost their particular investment advantages. We disagree.