Portfolio diversification benefits and better financial returns are driving allocations to sustainable assets, supported by a raft of regulatory initiatives, according to two separate reports.
Author Archives: Rupert Walker
JPMAM sticks with Asia growth conviction
The coronavirus outbreak is not a reason to deviate from a conviction in the region’s structural transformation, according to portfolio manager Joanna Kwok.
Thematic funds warning
It is important for investors to understand if a theme is a valid strategy for the long-term or just a short-term fad, according to a Morningstar report.
Newton IM rides out China market volatility
China’s consumer-led growth trajectory will endure despite the current problems, and there are still investment opportunities in key sectors, according to Newton Investment Management.
JPMAM ramps up its ESG credentials
The latest initiatives include launching a proprietary ESG scoring system that uses machine learning and focuses on climate risks.
Hong Kong annual fund flows hit record high
For asset managers’ Hong Kong marketing teams, the year was all about bond funds.
Survey: HK retains edge as PWM regional hub
The territory’s proximity to mainland China and its diverse product offerings continue to give Hong Kong an advantage over rival private wealth management (PWM) centers, according to a recent report.
HEAD-TO-HEAD: First State vs Morgan Stanley
FSA compares two global infrastructure products: the First State Global Listed Infrastructure Fund and the Morgan Stanley Global Infrastructure Fund.
CSRC approves six funds under MRF scheme
They include HSBC which will distribute three Asia bond products to Mainland investors.
Axa keeps faith in Asia growth
The structural trends that are driving the region’s economic growth and markets remain intact, and will overcome current fears, according to Axa Investment Managers.
