Index providers must adapt to new investment themes and strategies and avoid complacency, according to Morningstar.
Author Archives: Rupert Walker
Three Nobel laureates discuss trade and trends
Top economists visiting Hong Kong argue there is no clean solution to the trade war and assert that investment opportunities lie in new technologies and social preferences.
Tilt toward IG bonds, advises JPMAM
Investors should seek extra yield, liquidity – and sanctuary – with investment grade corporate bonds, according to JP Morgan Asset Management.
ASI prefers EM corporate debt in yield hunt
Ahead of its planned launch of a fixed maturity product, Aberdeen Standard Investments makes the case for emerging market corporate bonds.
Hong Kong’s fund fees too high
The power of bank distributors inflates mutual fund costs in Hong Kong and elsewhere in Asia, but regulators are getting tougher on transparency, according to a Morningstar report.
Pictet’s risk mitigating FI strategy
Unconstrained bond funds can best cope with an increasingly complex interest rate environment, according to Pictet Asset Management.
Merian bullish on EM equities
Bearish sentiment and cheap valuations provide a strong buy-signal to investors prepared to “walk the tightrope”, according to Merian’s global emerging markets chief.
Lu Global hopes to expand WM platform
The Ping An-owned, app-driven wealth management platform is looking for partners to grow outside Asia.
HEAD-TO-HEAD: Fidelity versus Stewart
FSA compares two emerging market equity products: the Fidelity Emerging Markets Fund and the Stewart Investors Global Emerging Markets Leaders Fund.
UBS WM remains positive on China equities
Corporate earnings growth and government policies support Chinese equity allocations, the UBS CIO advises its wealthy clients.
