Downgrades for products from Allianz and Pimco; coverage initiated on funds from Aberdeen, JPM, Schroder and UBS.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Conversation with a stock-picker
Macro headlines are more or less noise, according to stock-picking fund manager Mikhail Zverev, head of global equities at Standard Life Investments.
Mainland investors warm to offshore products
Downward pressure on the RMB and A-share volatility are prompting China’s investors to diversify their assets, said David Leung, head of wealth management at Standard Chartered Bank in China.
What are Russia portfolio managers missing?
The MSCI Russia Index has beaten nearly all Russia fund managers over the trailing three years.
Funds in Asia see huge Q1 outflows
Around $39bn fled funds in Asia during Q1 this year, and one asset class took an enormous hit, according to data from Strategic Insight.
Vontobel WM hires another from CTBC Bank
The firm has made a second senior level wealth management appointment in Hong Kong.
IMF, ECB defend negative rates
Banks do derive benefits from negative interest rates, which are a net positive for the economy, said José Viñals director of monetary and capital markets at the IMF.
UBP upbeat on Asia after Coutts acquisition
Despite private banks selling assets or cutting staff in Asia, Guy de Picciotto, CEO of Switzerland-based Union Bancaire Privee, said his bank plans to hire roughly 40 RMs and expand in China.
BMO WM likes the dividend theme
Low interest rates and low inflation have brought the dividend theme to prominence this year, said Edmund Yun, executive director and head of investment for Asia.
Hong Kong ruling may curtail critical analysis
Hong Kong’s recent ruling on Moody’s Ratings for a research report will have a chilling effect on further critical research, argues activist David Webb.
