This month FSA looks at the growth portfolio, which has increased performance a second consecutive month in 2017. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Newton’s theme-based investment philosophy
High-level macroeconomic themes are the basis for Newton’s investment management strategy, according to Paul Brain, investment leader for fixed income at the London-based firm.
Turning politics into data
Nikko’s effort to integrate Eurasia Group’s political risk analysis into its investment strategy is about two years old. Robert Samson, Nikko’s senior portfolio manager for multi-asset investing, explains how it has been working.
A high yield play on the credit rating mismatch
The way that rating agencies give credit ratings opens opportunity for short-dated high yield bond investors, said Charles Martin, portfolio specialist at Insight Investment, a subsidiary of BNY Mellon.
FE Advisory Asia Portfolio review – January 2017
This month FSA looks at the growth portfolio, which was up in January. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
Vontobel stays lean during PB shakeout
Michael Haupt, chief operating officer and investment advisor, and Alex Fung, CEO and head of PB in Asia-Pacific, argue that Vontobel’s streamlined and focused business model is a plus during industry consolidation.
Is short duration key to Asian high yield?
`Super high yield and super short duration’ is how S.E.A. Asset Management is approaching Asian high yield bond investing, according to Singapore-based CEO Alex Zeeh.
UBS WM prefers unconstrained managers
Coming from the asset management side, Stefan Lecher, new head of client portfolio management for Asia-Pacific at UBS Wealth Management in Hong Kong, said unconstrained managers have the best chance to excel.
StanChart poaches three from rival HSBC
As the Chinese New Year holidays begin, Standard Chartered quietly announces three senior private banking hires lured over from key competitor HSBC.
FE Advisory Asia Portfolio review – December 2016
The firm’s cautious portfolio was up in December and recorded a modest gain for the full year. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
