This week FSA compares two fixed income sectors — Hong Kong dollar and renminbi funds available for sale in Hong Kong.
Author Archives: Fund Selector Asia
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.
HEAD-TO-HEAD: Aberdeen vs Matthews Asia
FSA compares the Aberdeen Global Indian Equity Fund and the Matthews Asia India Fund.
Neuberger Berman obtains QDLP license
NB’s wholly foreign-owned enterprise (WFOE) in Shanghai has received approval for the qualified domestic limited partnership (QDLP) scheme.
Video: Lazard on managing volatility
Trade war talk is largely “rhetoric driven by a deal-making president in an election year”, according to Rupert Hope, portfolio manager on the Lazard multi-asset investment team.
FE Advisory Asia Portfolio review – May 2018
FE Advisory Asia’s model portfolios eked out gains in May, buoyed by returns in US and Japanese equities. The firm also re-balanced its portfolios last month.
Samsung AM debuts Chinese internet ETF in HK
Preparing for the planned ETF Connect, Samsung Asset Management has launched a passive product tracking a large-cap China internet companies index.
Video: Fidelity on Asian growth and income
The biggest risk in the next 12 months is an overtightening of monetary policy in the US or China, according to investment director Stuart Rumble.
