Managing sector rotation is the most challenging aspect of equity investing, and the best solution is to wait it out, argues Michael Buhl-Nielsen, fund management director at Jupiter Asset Management.
Author Archives: Fund Selector Asia
Video: M&G on long-term global investing
Christophe Machu, investment specialist, explains that the firm’s non-traditional long-only fund exploits the valuation difference between equities and bonds.
Jupai in product shift away from fixed income
NYSE-listed Chinese wealth manager Jupai has been moving out of bond products for its wealth management clients and has reported a 28% rise in first quarter net profit.
Opportunities and risk in disruption
Investing in disruptive companies requires a blend of new entrants with established companies to minimise risks, according to Wesley Lebeau, Paris-based thematic equities portfolio manager at CPR Asset Management, a subsidiary of Amundi Asset Management.
Video: Lazard on convertible bonds
Convertibles will be one of the best performing asset classes this year, argues Arnaud Brillois, managing director and portfolio manager, analyst, Lazard Asset Management.
FSA Long-Term Investing Forum Hong Kong
We present photo highlights of the FSA Long-Term Investing Forum Hong Kong 2018, which was held on 24 May at the Island Shangri-La Hotel.
HEAD-TO-HEAD: First State vs Value Partners
FSA compares the First State Asian Equity Plus Fund and the Value Partners High-Dividend Stocks Fund
Video: Long-Term Investing Forum Hong Kong 2018
FSA presents video highlights of its Long-Term Investing Forum, which was held on 24 May at Island Shangri-La Hotel in Hong Kong.
Five minutes at FSA’s Long-Term Investing Forum…
A sample of some questions asked by the fund selector community who attended the FSA Long-Term Investing Forum last week.
Deutsche WM turns more cautious
Deutsche WM has increased the allocation to sovereign bonds in the firm’s model balanced portfolio, which forms the basis of portfolios it manages for clients in Asia-Pacific.
