Portfolio managers are generally upbeat on European equity markets, while they have turned less sanguine over bonds, according to a survey by the Hong Kong Investment Funds Association.
Author Archives: Fund Selector Asia
Investec stock connect in Lux range
Investec Asset Management has become one of the first companies to utilise the Shanghai-Hong Kong Stock Connect programme within a Luxembourg domiciled UCITS fund range.
Pension funds manager underperformance
Pension funds dominate the Japans asset management industry, but they are becoming less tolerant of underperforming managers and also their investment horizon is reducing, according to a new research from Cerulli Associates.
China A versus H share strategies
Which has the best potential to outperform, an A-share-focused fund or one that invests mainly in H-shares?
China RRR cut to benefit realty companies
Chinas recent move to cut reserve ratio requirements for banks is seen as benefiting companies with high leverage and in particular real estate developers, according to JP Morgan Asset Management.
Chinese high yield bond valuation attractive
The volatility in Chinese high yield property bond has surged following the recent financial problems faced by troubled developer Kaisa Group, but the sell-off in bonds has made valuations attractive, according to Eastspring Investments.
Liquid alternatives to take share from hedge funds
The hedge fund industry is under strong competitive pressure to change, yet managers remain generally optimistic, according to a survey from State Street.
Henderson replaces China fund manager
Henderson Global Investors has appointed Charlie Awdry as fund manager of the Henderson Horizon China Fund, replacing Caroline Maurer who is leaving to pursue other opportunities.
Hong Kong Singapore wealth centres catching up
Even as Switzerland remains the world’s largest wealth management centre, other locations such as Hong Kong, Singapore and the US are also catching up rapidly, according to research from Deloitte.
Asian real estate and US rate rise
With the US poised to raise interest rates this year, Asia’s housing markets could face challenging times with Hong Kong and Malaysia being the two most vulnerable markets, according to a report from Axa Investment Managers Asia.
