ICI Global has recommended several changes to the Asia Region Funds Passport initiative (ARFP) in order to make the scheme more “economically and operationally feasible”.
Author Archives: Fund Selector Asia
Is india still an investment story
On Thursday, India’s finance minister Arun Jaitley unveiled the administration’s maiden budget, which did not sketch out radical changes in favour of a cautious agenda.
Time is money eventually
Of the three major developments last summer namely the return to growth in the eurozone, the tedious taper tantrums and the great deceleration of the emerging markets it was the latter that concerned us most.
Is the euro too expensive
Much of the discussion between panelists presenting at Expert Investor Luxembourg focused on a hotly debated topic, especially in the south of Europe: is the euro overvalued?
Absolute return caution advised
In volatile times investors value stability, and it is not surprising that absolute return funds have gained much popularity since the start of the global financial crisis back in 2008. According to experts, however, not many absolute return funds have been able to match the expectations of investors.
Emerging market debt appetite stands out
Overall fund selector sentiment towards credit, be it government, corporate or high yield bonds, is at all-time lows and even sinking further down into negative territory. But demand for emerging market debt shows a diverging trend, with appetite surging in the first half of this year.
Alternatives on European millionaires radar
Europe’s high net worth individuals have increased their weighting to alternative investments by almost 50% over the course of the past year, according to research by Capgemini commissioned by the Royal Bank of Canada Wealth Management.
Asset managers divided about EM equity prospects
Global asset management companies have never before been as divided on return prospects in emerging markets as they are now, EIEs fund manager sentiment survey data for June shows.
Emerging markets continue to capture investors
Emerging market bonds and equities continued to enjoy steady net inflows in May, reinforcing a strong trend of renewed investor enthusiasm for emerging markets.
HK fund selectors prefer multiasset investing
Fund selectors in Hong Kong are betting on investments in multi-asset classes to boost returns in the current low yield environment.
