Trade tensions between China and the US will not hit equities across the board, according to Union Bancaire Privee (UBP) chief investment officer, Norman Villamin, who advises allocating to beneficiaries of reflation policies.
Author Archives: Fund Selector Asia
Robo-advisor performance: September 2018
Returns were muted last month for robo-advisors as well as their benchmark indices.
Why an active-passive blend offers best of both worlds
BMO Global Asset Management continues to innovate by bringing to market one of the most cost-effective, open architecture, multi-asset funds in Hong Kong, reflecting the firm’s compelling mix of active and passive investment capabilities.
Convertible bonds – the best of two worlds
Convertible bonds (CBs) have a history of equity-like returns, low correlation to geo-political events and a tendency to do well when interest rates rise, according to Tarek Saber, head of convertible strategies.
What is common among fast-growing fund houses in Asia?
One of the key elements Mckinsey & Company finds among fast-growing global asset managers in the region is a clear strategy on how to enter China.
BOCHK AM bond fund targets risk-averse investors
Amid the current cycle of rate hikes plus market uncertainty, BOCHK Asset Management has launched an ‘all-weather’ bond fund in Hong Kong.
Northbound MRF sees $480bn in 2018 outflows
Northbound funds under the Mutual Recognition of Funds (MRF) scheme continue to see outflows, although more asset managers plan to sell Hong Kong-domiciled funds on this platform, according to China’s financial regulators.
Video: Franklin Templeton on China’s real opportunities
Beyond the noise, innovative EM companies are taking market share from developed market rivals, says Alistair MacDonald, vice president and institutional portfolio manager for emerging market equities.
How Vontobel AM hunts ‘future leaders’
When investing in emerging markets equities, a more logical yet easier way to seek returns is focus on stable leaders rather than ‘dark horses’, argued Thomas Schaffner, portfolio manager at Vontobel Asset Management.
Video: Jupiter Asset Management on EM debt
Fabrizio Palmucci, the firm’s product specialist for fixed income and multi-asset, explains how the strong US dollar is influencing EM debt opportunities.
