Index inclusion has sparked investor interest in China’s onshore bonds, but performance has not been impressive.
Author Archives: Rupert Walker
India funds lag regional rivals
Rising international tensions and domestic policy missteps have restrained India fund performance.
Buying gold as a dollar bear play
Merian’s gold and silver fund manager believes that the Fed’s U-turn on interest rates will finally drive gold prices higher.
Avoiding the UK income trap
Investors in UK equities have been better off sticking with growth funds rather than seeking income, despite a sluggish economy and political turmoil.
Hong Kong mutual fund assets shrink
Weak markets and worsening sentiment took their toll on Hong Kong’s investors last year, according to figures from the Securities and Futures Commission (SFC).
Paying up for fund brands
Investors are offered a large selection of Asia ex-Japan funds, but are also faced with a wide diversity of fees.
Will China’s V-shaped performance continue?
The year-to-date China rally demonstrates the only certainty in the mainland market: wild annual swings.
New economy tilt for Cap Group’s 45-year old fund
The New Perspective Fund, run by a collection of managers and analysts, has a bias for global new economy stocks.
Convertibles: Rewards with higher risk
Convertible bond funds can offer steady income and as well as equity participation, but at the expense of volatility and exposure to low credit quality.
Can low valuations revive Asia equity sentiment?
After a terrible 2018, Asian equities seem to be recovering this year, driven by the appeal of low historical valuations, according to Allianz Global Investors.
