China’s annual GDP growth was the lowest in 28 years, and First State’s Martin Lau sees it as a risk to asset prices.
Author Archives: Rupert Walker
HEAD-TO-HEAD: Legg Mason vs Schroders
FSA compares two US equity funds with contrasting market cap styles: the Legg Mason Clearbridge US Large Cap Growth fund and the Schroder ISF US Small & Mid Cap Equity fund.
UBP secures Taiwan master agent licence
Union Bancaire Privée (UBP) has set up a new asset management unit in Taiwan after gaining a Securities Investment Consulting Enterprises (SICE) business license in late 2018.
Stick with short duration bonds
High yields are available in oversold, short-dated credit assets, argues Eoin Walsh, portfolio manager at Twenty Four Asset Management.
Hong Kong to extend MRF to Luxembourg
Hong Kong’s Securities and Futures Commission and Luxembourg’s Commission de Surveillance du Secteur Financier (CSSF) have signed an a memorandum of understanding on the mutual recognition of funds scheme.
NNIP positive on Asia high yield
Investors should consider adding US dollar-denominated emerging Asia bonds in 2019 after a decline in appetite last year, the firm said.
China doubles QFII quota
The country previously made improvements to the scheme to attract more foreign investors.
Pictet AM lifts bond weightings
Pictet Asset Management is cautious about equities as the global economy hits inflection points and market structures transform.
HEAD-TO-HEAD: Eastspring vs MFS Meridian
FSA compares two pan-European equity funds: the Eastspring Investments Pan European Fund and the MFS Meridian European Research Fund.
Merian most-researched Singapore fund
Investors searched for alchemists who could defy the slump in major stock markets last year.
