Pictet Wealth Management and Robeco Group provide separate outlooks for Asian equities in 2015, and they have more similarities than differences.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
East Capital frontier market fund
The fund house believes its experience investing in the relationship-based cultures of Eastern Europe has direct application to frontier market investing, said Tim Umberger, senior adviser.
MandG bullish on Korean market
Korean equities are increasingly cheap and attractive, but mainly because all the surrounding markets have become very expensive, explained Robert Secker, M&G Investments emerging markets equity investment specialist.
Rethink Emerging Markets
In a sponsored viewpoint, Capital Group investment specialist Andy Budden shares five key ways to capture investment opportunities in emerging markets.
Buying bad EM stories
The emerging markets story about billions of people growing wealthier and adopting Western consumption patterns has sent valuations soaring, and it’s better to buy bad companies that can improve, argues Robert Secker, investment specialist at M&G Investments.
Hermes seeks strategic partnerships
Choosing to focus on Asia instead of the US market, Hermes Investment Management is eyeing local partnerships for Hong Kong-domiciled funds and may bring in some niche products from the UK, said global head of business development Harriet Steel.
GPIF appoints PE exec
Japan’s $1.2trn Government Investment Pension Fund has appointed Hiromichi Mizuno, a partner at Coller Capital, as its first CIO following the announcement of more aggressive allocation targets.
Rethinking frontier markets
The potential for rapid growth, once seen as a unique selling point of emerging markets, is now a characteristic of the burgeoning frontier sector, writes Thomas Watts, investment analyst at City Asset Management.
Capital Group ACI
In a sponsored viewpoint, Capital Group investment specialist Andy Budden says to consider emerging market multi-asset strategies for more opportunities and greater diversification.
Portfolio stress test
A team of quants and ex-portfolio managers from Natixis uses institutional tools to provide a free portfolio risk assessment to wealth managers in Asia.
