An increase in fixed income is among the most recent tactical allocation changes in the FE Advisory Asia model portfolios.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Video Interview: Capital Group
Andy Budden, the firm’s investment director, answered three quick questions at the FSA Gowth Forum in Singapore.
Morningstar Asia fund reviews and re-ratings – May
Downgrade for HSBC; upgrades for Fidelity; coverage initiated on funds from JPMorgan and Schroders.
The one key reason to invest in EM equities
A long record of poor performance may be over for EM equities, but the view is still contrarian, said Robert Secker, investment specialist on the M&G global emerging markets team.
Citi expects volatile second half
Don’t be misled by the lazy summer, risk management now has high importance, according to Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investments.
Sovereign debt with negative rates at $10.4trn
The amount of global sovereign fixed income with negative interest rates is up 5% since the end of April, according to Fitch Ratings.
Three AM views on the next big worry
At the FSA Growth Forum in Hong Kong, Capital Group, Investec and M&G weighed in on what a Donald Trump presidency would mean to the markets.
Regulations to help drive ETFs in Asia
The passive products are gathering momentum in Asia, which is still in the early stages of ETF adoption, said Deborah Fuhr, managing partner of UK-based research consultancy ETFGI.
Firming oil price could buoy Russian market
Oil prices and Russia’s fiscal health are highly correlated, and if prices finally stabilise, the market should benefit, according to Egor Kiselev, who manages two Parvest Russia funds.
RWC launches Asia long/short fund
RWC Partners has launched a UCITS version of its Asia Absolute Alpha Fund.
