Investment Perspectives from RSMR
The Investment Perspectives podcast from RSMR helps financial advisers understand the economic landscape by analysing current events from an expert investment perspective.
With two decades of experience delivering independent fund ratings to advisory businesses, our forward-looking research process is dedicated to constant market monitoring and assessment. Our investment team is a fountain of knowledge and as Client Engagement and Marketing Manager at RSMR, I’m always looking for ways to get RSMR commentary out there. Tailored for professional financial advisers, our monthly podcasts aim to inform and provoke thought.
Each month I talk to one of our team about a pertinent global event or topic, delving into discussions about implications through an investment perspective lens. The podcast not only features insights from our accomplished investment team but also perspectives from our account management team – a unique angle fueled by their direct interactions with financial advisers.
Investment Perspectives from RSMR
China: Supreme superpower or failing factory of the world?
Since 1978, China has been a major part of the emerging markets sector but is China now more likely to be heading towards a lost decade and is it time to reevaluate longer-term investment? China's GDP grew by 5.3% year on year in the first quarter of 2024, above market expectations. Over a longer timeframe, China is likely to remain an important cog in the global economy, but the economics, politics and demographics need to stabilise to restore the sector to its former glory and reinvigorate investor interest.