Investors will soon pivot towards the asset class that performs best during periods of monetary debasement, argues Merian’s gold bug.
Author Archives: Rupert Walker
Study: too many hidden costs in Asia funds
Fund investors in Hong Kong and Singapore benefit from zero tax, but suffer from embedded costs, according to a Morningstar report.
HEAD-TO-HEAD: Eastspring versus T Rowe Price
FSA compares two highly-rated European equity funds: the Eastspring Pan European Fund and the T Rowe Price European Equity Fund.
Study: UBS GAM remains China’s top global manager
UBS Global Asset Management is still the leading foreign fund manager in China, but JP Morgan Asset Management has closed the gap, according to Broadridge Financial’s China Power Ranking.
UBS GWM favours credit over equities
The Swiss firm expects a pick-up in economic activity in the second half of this year, but finds more value in quality bonds than broad equity markets, according to its Apac CIO.
Broadridge expects strong shift to online fund sales
As online distribution of mutual funds gains momentum, retail banks must strengthen their online strategies to compete with new rivals.
HSBC readies bond funds for onshore investors
The HSBC Asia High Income Bond Fund is one of three similar products which the firm plans to distribute via the MRF scheme.
JOHCM: digital disrupters will forge ahead
The Covid-19 pandemic and its economic consequences are accelerating trends already in progress, according to a JOHCM Asia ex Japan senior fund manager.
BEA reassures Asia bond investors
Asia bond valuations are appealing, but liquidity needs to return to the market before investors are convinced, according to BEA Union Investments’ fixed income head.
Pinebridge joins Asia bond fan club
Economic fundamentals, cheap valuations and market structure combine to buttress China and Asia credit, according to Pinebridge Investments’ Asia ex-Japan fixed income head.
