Blackrock’s Andrew Swan is bullish on old economy stocks and cautious about technology, while overweighting China, India and Indonesia in the company’s flagship Asia ex-Japan equity fund.
Author Archives: Fund Selector Asia
Video: Hermes on US equities
Mark Sherlock, lead portfolio manager, US SMID, Hermes Investment Management, answers three questions about US equities.
China’s WMP assets continue to grow
Wealth management products (WMPs) sold by Chinese banks remain popular despite low yields and stricter regulations, according to a recent report from China Banking Regulatory Commission.
SSGA: Smart beta forces change in investor mindset
Smart beta products shift focus from manager selection to asset and factor allocation, requiring new skills from investors, argues SSGA’s Thomas Poullaouec.
Video: Capital Group on fixed income
Eric Delomier, investment specialist at Capital Group, answers three questions on the bond market.
In case you missed it – Asia Fund News and Analysis
Hermes hires new member for its APAC business development team; EFG partners with GQG Partners to distribute an EM fund; Capital Group and Samsung AM launch a retirement income solution in Korea; HSBC plans to roll out a robo-advisor in the UK; China’s new cyber-security law comes into force; and others…
Video: Eastspring on emerging markets
Samuel Bentley, client portfolio manager at Eastspring Investments, answers three questions on investing in emerging markets.
Wealth management puts China PBs among world’s largest
China Merchants Bank, ICBC and Bank of China are among the top 20 largest private banks globally, according to a report from Globaldata and Private Banker International.
Chinese AMs in Hong Kong seek differentiation
Chinese asset managers in cross-border joint ventures find they have to stand out in Hong Kong’s crowded field of fixed income and A-share ETFs.
Best and worst China funds – May 2017
Funds from UBS, Allianz, Schroders, BOCHK, CCB International and Shenyin Wanguo rank among the best and the worst performing China equity funds available for Hong Kong and Singapore investors.
