Fund Selector Asia has begun publishing the shortlist of funds for the 14 categories in its fifth annual awards, which honour excellence in fund management.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
‘We like risk’ in 2019, says GSAM
Volatility brings emerging Asia equities to overweight, according to James Ashley, head of international market strategy at Goldman Sachs Asset Management.
Could China’s defaults accelerate?
Trade tensions, slowing GDP and the declining RMB create favourable conditions for Chinese bond defaults.
Asia dividend growth falls: Report
In Q3, global dividends set a record 5.1% growth, but Asia-Pacific ex-Japan dropped 8.8% — and corresponding funds followed.
Trim and insulate for rising HY risk
Changes to Brandywine Global’s bond portfolio involve a pullback from risk assets as interest rates and the US dollar rise, said Brian Kloss, portfolio manager and head of high yield.
China equity funds collapse in October
Investors had no place to go but down in October. Which China funds fared the best and worst?
Fidelity trials AI investment tools
The firm has had encouraging results, but artificial intelligence tools are not aimed at sparking outperformance, according to Paras Anand, head of asset management in Asia-Pacific at Fidelity.
Trade war impact overblown, says Matthews Asia
Don’t hold strong concerns about tariffs, says Robert Horrocks, chief investment officer of Matthews Asia.
Bond risk is in downgrades, not defaults
There is more risk in investment grade ratings than in high yield defaults, according to Matt Eagan, vice president portfolio manager for Loomis Sayles fixed income group.
Buxton: No CIOs allowed
Richard Buxton, CEO of Merian Global Investors, reveals Asia priorities and gives his views on fee pressure, how a compact firm should operate, and why he doesn’t see market doom and gloom.
