Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Why have interest rates and inflation remained low for several years? Experts have varying explanations, but Jim McCaughan, CEO of Principal Global Investors, tells FSA he believes the hidden impact of technology on the global economy is behind the mystery in the economic data.
Infrastructure in India, curbing pollution in China, and specific smaller tech companies are the most promising investment opportunities in Asia, argues Joshua Crabb, head of Asian equities at OMGI.
China’s increasingly complex financial system “has sown financial stability risks”, and high yield products from asset managers are part of the problem, the IMF said in its recent report.
Fund Selector Asia has launched its fourth annual fund awards, which honours excellence in Asia’s fund management industry.
Another robo-advisor has joined the parade of competitors in Asia and aims to target wealth management of high-net-worth individuals and family offices.
Unigestion’s quant fund aims to put right exactly what investors have found to be wrong with hedge funds – lack of liquidity and transparency and high fees and low performance, according to Joan Lee, vice president and investment manager for cross-assets solutions at the boutique fund house.
The firm’s balanced portfolio continued to deliver solid returns buoyed by strong gains in Asia-Pacific equities, according to FE Advisory Asia.
Southeast Asia equities will likely be buoyed by economic growth in 2018, but real estate developers in the sub-region have hit the performance of the Fidelity Asean Fund, managed by Gillian Kwek.
ESG is a nice conversation to have with clients, but challenging to implement, said Cynthia Lai, JP Morgan Wealth Management’s new executive director of managed solutions.
For the first time in a decade, T Rowe Price’s global equity strategy has an overweight versus the benchmark to Japan equities. Laurence Taylor, portfolio specialist, explains why.
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