China is a bad place to invest for structural and macro-economic reasons, especially since a global economic downturn is on the horizon, argues contrarian Brendan Mulhern, real return strategist at Newton Investment Management.
Author Archives: Fund Selector Asia
A manager’s take on building bond ETFs
Managing a bond ETF requires a different skill-set than an equity ETF due to the high number of issuance in a bond index as well as liquidity, according to Mark Raes, Toronto-based head of product at BMO Exchange Traded Funds.
Dim sum bonds endure, says JPM
China’s offshore dim sum bonds are not going to disappear any time soon, despite the expanding issuance of onshore panda bonds, said Stephen Chang, head of Asian fixed income at JP Morgan Asset Management.
Mutual fund Top Trumps – Japan small/mid cap equity
This week FSA presents a quick comparison of the Invesco Nippon Small/Mid Cap Equity Fund and the JPMorgan Japan Smaller Company (Yen) Fund.
BEA Union joins growing IM WFOE club
BEA Union Investment was granted a license from Chinese authorities to establish an investment management wholly foreign-owned enterprise (WFOE) in Qianhai.
Asia’s fund selectors turn to alternatives
Are commodities and property going to boost returns? Fund selectors in Asia are planning more diversification into alternative asset classes, in particular commodities and property, according to FSA’s Asset Class Research.
Deutsche Bank WM poaches from StanChart for private markets role
Deutsche Bank Wealth Management in Singapore has hired Wee Teck Tay as director and head of private markets for APAC and John Lilley as director and funds solutions specialist for APAC.
Investors yawn as ECB halves asset purchases
The ECB will cut the size of its monthly asset purchases to €30bn ($34.9bn) from January next year, ECB-president Mario Draghi announced on Thursday. Bond and equity markets as well as the euro hardly responded to the announcement.
Indosuez pulls RMs from ANZ
Continuing a hiring spree, Indosuez Wealth Management, the wealth management arm of the French bank Credit Agricole, has brought on board three senior relationship managers and a product specialist.
China adds 101 billionaires in 2016
Chinese billionaires are young, self-made entrepreneurs with an increasing interest in investing in social impact, according to a new report from UBS and PWC Hong Kong.
