Donald Trump has won the US presidential election, riding a wave of global anti-establishment sentiment and in a Brexit-like manner, upending the status quo. Republicans also won a majority in both the Senate and House of Representatives.
Author Archives: Fund Selector Asia

Survey: international investors eye high quality onshore bonds
Half of global investors already have some allocation to China onshore bonds, and another 33% are considering doing so in the coming 12 months, according to results from an Asia Securities Industry & Financial Markets Association (ASIFMA) survey.
Eastspring on volatility: Event sponsor video interview
William Barbour, head of client portfolio managers, Eastspring Investments answers questions about his firm’s low volatility strategy.
Fidelity pulls from UK for senior Asia appointment
The firm has brought Ben Waterhouse from Fidelity in the UK to head the intermediary business for Southeast Asia and the Middle East and serve as country head of Singapore.
Despite slowdown, Chinese HNWI numbers grow
The number of HNWIs in China grew by a double-digit percentage year-on-year and overseas investments already account for 16% of their invest-able assets, according to a recent whitepaper by CITIC Private Bank and Hurun Report released last week.

CIFM focuses on A-share earnings
Mainland companies with stable earnings and low valuations are preferred amid uncertainties around the globe, said Jenny Szeto, Hong Kong-based senior fund manager at CIFM Asset Management.
What does the industry think? 07 November
FSA has managed to find a bold group of industry thinkers who are unafraid to speak their minds on crucial industry topics. This week: Investment and climate change
EMD risks abating, argues Axa IM
General risks for investors in emerging-market debt are ebbing, which is why global institutional investors are likely to continue to add exposure, said Michael Ganske, portfolio manager at Axa Investment Managers.
Study: Chinese AMs growing AUM 18% annually
Out of the 500 largest asset managers, 34 are from China and they have had a collective CAGR of 18% the last five years, according to a Willis Towers Watson report.
Capital Group on EMs: Event sponsor video interview
Emerging market sentiment has come roaring back this year, but is it sustainable? Andy Budden, investment director of Capital Group, shares his views.