Rising interest rates and inflation have shifted the dividend opportunity to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, London-based portfolio manager at JP Morgan Asset Management.
Author Archives: Fund Selector Asia
Fund to target share-backed company loans
Using company shares as collateral, a private debt fund will lend to Hong Kong-listed companies, something private banks used to do, according to Ching Ching Lam, chairwoman of Charismatic Capital.
HEAD-TO-HEAD: Jupiter vs Franklin Templeton
FSA compares the Jupiter GF Dynamic Bond Fund with the Templeton Global Total Return Fund.
JO Hambro: Tax cuts to benefit US small caps
The US tax cut bill, passed at the end of 2017, is going to disproportionately benefit small and mid-cap companies beginning in 2019, argues JO Hambro’s senior fund manager Vince Rivers.
HK advisory targets private bank client base
Everbright Sun Hung Kai (EBSHK), a subsidiary of Hong Kong-listed Everbright Securities, has expanded its wealth management service to attract more high net worth clients in Hong Kong.
Online fund distribution in HK to cut out middleman
The SFC’s new online distribution guidelines aim to create a direct fund distribution channel from firm to investor, bypassing banks and wealth managers.
Aberdeen Standard on closed-end funds
While Asian investors are very familiar with REITs, other closed-end funds can provide access to other relatively illiquid asset classes, according to Aberdeen Standard’s Andrew Lister.
BNPP AM to launch ESG fund in China
BNP Paribas Asset Management will use the qualified domestic limited partnership (QDLP) scheme to launch an ESG equity product through its WFOE in Shanghai.
Asia’s fund selectors intend to stock up on EM bonds
Fund selectors in Hong Kong, Singapore, Thailand and Malaysia plan to add to their allocation to emerging market bonds in the next 12 months, according to forward-looking data collected by FSA.
Robo-advisor performance April 2018
A look at the performance of portfolios from three robo-advisors during the month of April and since the inception of our robo-advisor feature in July last year.
