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.
Author Archives: Rupert Walker
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.
Hong Kong funds lifted by China rally
The bounce back in China share prices since the start of the year has been a boon for Hong Kong-focused funds.
Brazil outshines broader Lat Am funds
Managers of Latin American equity funds have several country options, but just sticking with Brazil would have boosted returns.
China funds wary of bank stocks
An examination of the holdings of equity funds authorised for sale to retail investors in Hong Kong finds that there is little enthusiasm for China bank shares.
HK manager debuts with ‘new economy’ fund
Macquarie alumni are behind Hong Kong-based Stonehorn Global Partners, which plans its first mutual fund this year.
