In the face of dire warnings, China appears to be managing its corporate defaults, said Bassam Salem, CEO for Asia-Pacific at Citi Private Bank, and a stronger RMB has prompted the bank to reverse its stance on dim sum bonds.
Author Archives: Fund Selector Asia
HEAD-TO-HEAD: Axa vs Pimco
FSA compares two inflation-linked bond funds: the Axa World Funds Global Inflation Bonds Fund and The Pimco GIS Global Real Return Fund.
How Jupiter weighs short-selling risks and costs
The manager of the Jupiter Global Absolute Return fund, a long-short strategy, explains why the fund tends to make money when markets weaken.
M&G: Bond funds should target risk not yield
Targeting a specific level of income in a fixed income fund may lead to taking too much or too little risk, argues Stefan Isaacs, deputy head of retail fixed interest at M&G Investments.
Deutsche WM sees big data benefits
Big data may be a fund differentiator when used in the investment process, but Asia’s fund selectors are uncomfortable with quant strategies, said Deutsche Bank’s head of fund solutions in APAC, Joyce Ngan.
Video: Unigestion on risk premia strategies
Olivier Blin, investment manager at Unigestion, answers three questions about risk premia strategies.
Video: Blackrock on factor investing
Factor investing is not a passive or alpha strategy, but somewhere between the two, explains Ben Garland, director and senior investment strategist in the factor-based strategies group at Blackrock.
Video: Jupiter Asset Management on long-short investing
Returns from funds using the quant model are no better than returns from those using fundamental strategies, according to Magnus Spence, head of the alternatives investment division
More firms warn on China credit risk
Excessive growth of corporate debt and consumer credit risk are creating a bubble, warn economists from Amundi and Aberdeen.
BOS to clients: De-risk and diversify
Volatility is rising and the Bank of Singapore is concerned about positive client sentiment.
