Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Catalonia’s drive for independence from Spain underscores the growing number of people profoundly dissatisfied with European leadership. However, Paras Anand, Europe CIO of Fidelity International, said his firm has not made any portfolio changes in response.
The fixed income market is liquid, but the trigger for a correction is out there, somewhere, according to Eoin Walsh, a partner in portfolio management at Vontobel’s Twenty Four Asset Management.
Following a rebalancing in May to adopt a more risk-on approach, the firm’s balanced portfolio delivered higher month-on-month returns in July.
The long bull run has led to increasing client interest in alternatives, according to Adam Proctor, head of managed investments and advisory in Asia-Pacific for Citi Private Bank.
The UK-based boutique firm believes its emerging markets strategy, which includes an investment team in Singapore, will be a driver of Asia growth.
FSA caught up with Edward Bonham Carter, vice chairman of UK-based Jupiter Asset Management, who is currently in Asia.
FE Advisory Asia’s growth portfolio was up in August, driven by an emerging Europe fund.
Part two of a look at the hype surrounding the ESG theme finds that there are sound reasons to be skeptical about claims that ESG investments outperform the general market.
A slow, synchronised global recovery is providing a supportive backdrop for risk assets and driving discretionary portfolio performance, said Stefan Lecher, managing director and head of IPS client portfolio management for APAC at UBS Wealth Management.
As capital pours into green-themed funds, nobody is questioning why a growing list of ESG ‘champions’ are under investigation for involvement in a massive, multi-year environmental scandal.
Part of the Mark Allen Group.
