Riding China’s policy bus is not as easy as it sounds, as the poor performance of China policy-driven funds shows.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Is short-term high yield debt better?
Short-dated high yield bonds provide protection against rising interest rates, but low liquidity puts brakes on the ability of funds investing in them to grow, according to BNY Mellon’s Ulrich Gerhard.
Will EMs tumble as rates rise?
Emerging markets are less likely to see a ‘taper tantrum’-like sell off as rates rise, said GSAM’s Shoqat Bunglawala, but not everyone agrees.
Is seeding funds a way to improve China distribution?
China should allow foreign firms to seed their own onshore funds via QFII quota, giving potential mainland clients the confidence to invest, said Eugenie Shen, head of the asset management group at industry association Asifma.
Jupiter pushes into HK retail market
Jupiter AM wants to extend regional distribution channels, starting with moves into the Hong Kong retail market and into Thailand, according to Nick Ring, London-based head of global distribution.
MAS bans six in misconduct sweep
Banned from providing financial advice services in Singapore are former Citibank, Prudential and AIA employees after they were found to have mis-sold investment products.
Will Stratton Street’s RMB fund draw mainland money?
As China further relaxes capital controls, the demand for renminbi-denominated investments outside the mainland should grow, argues Stratton Street’s Andy Seaman.
Why Aviva’s target return fund missed target
Aviva Investors’ investment director Jerome Nunan ponders the value of ‘strength of conviction’ when markets do not behave as expected.
Hermes CEO: Integrate ESG into due diligence
Saker Nusseibeh, CEO of recently-acquired Hermes Investment Management, talks to FSA about life under a new owner, Asia plans, ESG and industry consolidation.
ESG scoring should be binary, but it’s elusive
ESG investing requires quantifiable methods throughout the analysis process, but you can only go so far with numbers, according to Marc Bindschädler, senior portfolio advisor at MTX, a boutique under Vontobel Asset Management.
