H2O Asset Management’s stable of bond funds have posted stellar returns, but now they are under scrutiny as Morningstar places Allegro’s rating under review.
Author Archives: Rupert Walker
Muzinich seeks low risk enhanced yield
The US-based fund manager is wary about moving down the credit curve to gain incremental yield and expects declining interest rates to sustain fund performance.
Asymmetry of risk and returns among China funds
Returns seem to be a better guide than volatility when it comes to selecting a risk-adjusted China equity fund.
Study: Asia to drive global AM industry
Asia’s growing private wealth and pool of tech-savvy financial professionals should make it the world’s investment hub, but AI threatens industry jobs, according to a CFA Institute survey report.
A look at ASI’s Aussie bond fund
Australian bonds offer investors relatively high yields from defensive credits, according to Aberdeen Standard.
Asia bonds shine through cloudy landscape
Dedicated Asia-Pacific bond funds show strong relative returns and an allocation to Asian credit may add value to diversified portfolios, according to fund managers.
HEAD-TO-HEAD: Alliance Bernstein vs Fidelity
FSA compares two global fixed income products: the AB Global Bond Portfolio Fund and the Fidelity US Dollar Bond Fund.
HK equity funds maintain lustre – for now
Mutual funds invested in Hong Kong equities have outperformed the rest of Greater China in the long-term, but face rising headwinds.
Thai HNWI wealth to hit $400bn next year
Thailand’s wealthy have low exposure to offshore investment products, underscoring the opportunity for foreign managers, according an SCB Julius Baer report.
HSBC GAM rolls out fixed maturity fund
The 2.5 year fixed-term bond fund aims for a 3.5%-4% yield and will be marketed to retail investors in Hong Kong and Singapore.
