Are emerging market small caps a better bet than the large cap counterparts that passive products focus on? Will Ballard, head of emerging market and Asia Pacific equities at Aviva, explains why he believes they are.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Putting high yield through an ESG filter
Bluebay built an ESG version of its existing high yield fund and found that screening in a high yield bond fund requires reliance on in-house ESG analysis rather than external providers, according to My-Linh Ngo, head of ESG investment risk at Bluebay Asset Management.
Jupiter ‘not afraid of duration’
Emerging market bonds with long duration present opportunity rather than risk, argues Alejandro Arevalo, fund manager at Jupiter AM, as additional interest rate hikes in the US this year are not likely.
Is value about to outperform growth?
FSA examines the returns of equity funds to see if value investing is catching up with growth, as many in the industry believe.
The difficulty in finding uncorrelated equities
Most of the fund categories available for sale to investors in Hong Kong are well correlated, with the relative exception of China and India equity funds, FSA research suggests.
A look inside T Rowe’s Japan fund
Holding positions for five years on average, the T Rowe Price Japanese Equity Fund invests in Japanese companies undergoing transformation, explains Archibald Ciganer, portfolio manager.
Do ESG scores matter for performance?
In an analysis of Morningstar ESG scores vs fund outperformance, FSA has found that a strong ESG focus appears to be correlated with under-performance.
HK devises plans for financial industry expansion
Under fire from rival financial centres, Hong Kong’s authorities outlined plans to foster its financial industry in the latest fiscal budget report.
China equity funds: Does size matter?
FSA looks at monthly returns of China equity funds of various sizes to see if it is indeed more difficult to manage a large mutual fund than a smaller one.
Who’s in Singapore’s fund doghouse?
In the universe of products registered for sale in Singapore, Aberdeen and GAM have the most funds in the doghouse while Polar Capital, Old Mutual and UBS were among the top dogs.
