All portfolios have continued to rise since the start of the year.
Author Archives: Fund Selector Asia
Mutual Fund Top Trumps – Asia high yield
This week FSA presents a quick comparison of two Asia high yield bond products: the Eastspring Investments Asian High Yield Bond Fund and the UBS (Lux) Bond SICAV Asian High Yield (USD) Fund.
Video: M&G on the European ABS market
European asset-backed securities can offer strong safeguards as well as an income stream, argues Matthew Wardle, portfolio manager.
Video: Capital Group on global fixed income
EM currencies are undervalued, but generally fixed income portfolios are tilted toward defensive positions, said James Blair, fixed income investment director.
Video: Value Partners on Asia equities
Frank Tsui, fund manager for Asia ex-Japan equities, said he’s currently avoiding the materials sector and is underweight south Asia.
FE Advisory Asia Portfolio review – March 2019
Overweight positions in Asia have helped propel the firm’s growth portfolio.
China Top Trumps – Hong Kong Dollar Fixed Income
This week FSA presents a quick comparison of two Hong Kong dollar fixed income products: the Allianz HKD Income Fund and the JP Morgan SAR Hong Kong Dollar Bond Fund.
Video: TT International on Asian equities
Duncan Robertson, portfolio manager of Asia ex-Japan equities, has gone underweight technology due to the business cycle.
Video: FSA Alpha Portfolio Forum Hong Kong 2019
FSA presents video highlights of the inaugural Alpha Portfolio Forum Hong Kong on 17 April at the JW Marriott Hotel.
How multi-asset can help navigate volatility
Against the backdrop of heightened market volatility, slowing economic growth and geopolitical tensions, a multi-asset approach to investing is a good way to capture late-cycle opportunities without taking on excessive risk.
