Fund manager performance will be increasingly scrutinised as the investment environment moves into a tougher post-crisis phase, according to separate reports from Mercer and BlackRock.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Hong Kong to boost asset management skills
Hong Kong will allocate $12.9m in an effort to address an acute skills shortage in insurance, asset and wealth management services.
Hong Kong bans Ping An CEO
The Securities and Futures Commission found that He Zhi Hua, former CEO of Ping An of China Securities, failed to ensure the firm had adequate internal control procedures.
Russian debt given junk status
More bad news for Russia as the ratings agency downgrades the country’s sovereign debt, citing a greater likelihood of downside risk than upside relief.
Fund selectors tilt toward Asian equities
Asian equities ex-Japan stood out as this year’s preferred asset class, according to an FSA survey of fund selectors and portfolio managers.
Europe will surprise to the upside
The Liechtenstein-based bank makes contrarian calls on Europe and China equities because institutional cash holdings remain high, risks are already priced in and growth drivers are clear.
The multiple paths to income
An income strategy is not limited to a bunch of conventional bonds, delegates heard at FSA’s Income Forum in Hong Kong last week. In fact, there are plenty paths that lead to consistent income. Here are three.
Low oil little benefit to China
Falling oil prices will not have a significant impact on China, according to Andy Rothman, investment strategist at Matthews Asia.
Bond review shows European underperformance
In 2014, European bonds were the biggest underperformers in both corporate and government bond segments, according to data from FE.
New capital in Asia going into bonds
Bonds topped the asset classes in 2014 with the highest net new inflows in Asia, pulling in slightly more than equities, and Japan was the biggest recipient by country, according to data from Strategic Insight.
