FSA has managed to find a bold group of industry thinkers who are unafraid to speak their minds on crucial industry topics. This week: Commission-based models.
Author Archives: Fund Selector Asia
Reits appeal as an income product to fade
Real estate investment trusts may see total returns come off recent highs by the end of calendar year 2016, as energy infrastructure and dividend-paying stocks take the lead among equity assets that provide regular income, said Mark McAllister, senior portfolio manager at Clearbridge Investments, a Legg Mason affiliate.
Investors buy EM, sell European equities
Selling European equities and buying global emerging market stocks is developing into the great trend of 2016.
More transparency rules for HNWIs
The Common Reporting System — a partnership among various countries’ regulators — will make it more difficult for Asian HNWIs to keep undisclosed money offshore, said Richard Corrigan, interim director of financial services for the Government of Jersey.
China GDP growth report raises suspicion
China has reported annualised gross domestic product growth of 6.7% for the third quarter, in line with market expectations and the government’s own forecasts. But market watchers are suspicious about the medium-term outlook.
HEAD-TO-HEAD: Blackrock vs Schroders
FSA compares the Blackrock GF Asian Dragon Fund and the Schroder ISF Asian Opportunities Fund.
China opportunities in commodity price rebound
Commodity price recovery presents an opportunistic play on some cyclical sectors such as Chinese upstream oil companies, said David Gaud, Edmond de Rothschild Asset Management’s senior fund manager and global investment specialist.
HK bans short-seller for five years
The Hong Kong Market Misconduct Tribunal ruled that Andrew Left, the founder of Los Angeles-based short-seller Citron Research, has to repay HK$1.6m ($206,250) of net profits from short-selling China Evergrande Group in 2012.
Have small caps reached a turning point?
Valuations are not cheap and earnings growth has been strong for years, but Patrick Kuhner, pan Asia client portfolio manager at Rosenberg Equities Asia believes the trend is still healthy.
FSA ANALYSIS: Tracking responsibly – are ESG index trackers any good?
The growing popularity of index investing is only just starting to be felt in the world of responsible investing but as the market for plain vanilla trackers becomes increasingly crowded, what does the future hold for ESG passive products?
