Funds managed by bottom-up stock-pickers are performing well in China’s volatile markets while momentum-driven funds are at the bottom end, according to data from FE Analytics.
Author Archives: Fund Selector Asia
Robo-advisor performance June 2018
It has been one year since FSA invested a hypothetical $1m with three robo-advisors operating in Asia. Did they beat their benchmarks? We summarise the one-year performance.
Tech ‘mobility’ fund hunts for winners
Companies pioneering autonomous vehicles and electric cars need to reassure fund managers they will keep solid R&D commitments through tough times, according to George Saffaye, global investment strategist at BNY Mellon Investment Management.
Global hedge firms to launch funds in China
Two more foreign managers secure domestic licenses to launch onshore funds for China’s professional investors, according to the Asset Management Association of China (Amac) database.
HEAD-TO-HEAD: Blackrock vs HSBC
FSA compares the the BGF Asian Tiger Bond Fund and the HSBC Asian Bond Fund.
DWS: Asian investors support local equity markets
Despite trade tensions, DWS remains overweight China equities and is eyeing India because domestic investors are pouring capital into their local markets, said Sean Taylor, the firm’s chief investment officer for Apac and head of emerging market equities.
Greater China Top Trumps – HKD vs RMB fixed income
This week FSA compares two fixed income sectors — Hong Kong dollar and renminbi funds available for sale in Hong Kong.
Wealth manager Oreana stocks up on alts
Alternative assets in client portfolios should be increased beyond the current 20%-25% to protect against periods of volatility and a coming US recession, according to Isaac Poole, Oreana Private Wealth’s recently appointed CIO.
Mutual fund Top Trumps – US small-cap equity
This week FSA presents a quick comparison of two US small-cap equity funds: the Legg Mason Royce US Small Cap Opportunity Fund and the Threadneedle American Smaller Companies Fund.
Video: Aviva Investors on multi-asset investing
Rising interest rates and creeping inflation create a key opportunity to short fixed income, according to Ahmed Behdenna, senior strategist on the multi-asset team at Aviva Investors.
