Fixed income managers have promoted products with highly flexible mandates in response to shifting investor sentiment.
Author Archives: Rupert Walker
Pimco wary of Asia bonds
A divergence in country-level dynamics and continued China headwinds curb the firm’s enthusiasm for Asian bonds, despite expectations of a broad asset price recovery.
China’s weak growth signals short-term pain
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.
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.