Infrastructure funds are continuing to attract substantial inflows, but there are not many options available to retail investors.
Author Archives: Rupert Walker
Chinese investors turn to specific QDLP products
Low correlation with Chinese equities and stable income are the two criteria mainland investors use to appraise QDLP products, according to Noah’s William Ma.
JPMAM reduces risk in mixed-asset strategy
Despite the recovery in equity markets this year, JP Morgan’s flagship global income fund allocations reflect an environment of slowing earnings growth and rising macroeconomic risks.
Bric originals shine among EM funds
The best emerging market funds are those which have stuck to the four countries first promoted as the Bric nations by Goldman Sachs 18 years ago.
Merian turns risk on to EM bonds
US interest rates on hold, a stabilised dollar and more synchronised global growth rates support emerging market debt prices, argues Merian fixed income director Huw Davies.
DBS lures wealth exec from Bank of Singapore
Lee Woon Shiu joins DBS Private Bank as the regional head of wealth planning, family office and insurance solutions.
HEAD-TO-HEAD: JP Morgan vs Jupiter
FSA compares two European equity growth funds: the JP Morgan Europe Dynamic (ex-UK) Fund and the JGF-Jupiter European Growth Fund.
Will index inclusion raise China’s ESG standards?
Robeco argues that the increasing internationalisation of China’s stock markets will force Chinese companies to take ESG seriously.
Despite EM risks, DWS upbeat on valuations
The emerging market index was double-digit negative in 2018, but DWS’s APAC chief investment officer says valuations in EM equities have rarely been cheaper.
Asia private wealth continues to grow
Asian countries will see the biggest growth in UHNWIs over the next five years, according to the latest Knight Frank annual wealth report.
