Michael Dyer, investment director at M&G, talks the firm’s multi-asset strategies and why a behavioural approach gives them an edge.
Author Archives: Thomas Blott
Originally from the UK, Thomas is a financial journalist with over 10 years’ experience including nine in Asia. He began his career at Euromoney Institutional Investor, completing the graduate scheme and going on to establish the Asia bureau for IJGlobal, the world’s foremost source of intelligence on the project finance market. After a stint at KPMG, he joined International Financing Review, which was originally owned by Thomson Reuters and later Refinitiv, where he managed the people & markets section in Asia. He joined Bonhill Group as regional editor for Asia in 2022, which includes oversight of Fund Selector Asia. He is a graduate of the University of Cambridge. Connect with him on LinkedIn here.
What is going on with high yield?
Practically every asset manager is underweight high yield at the moment because of the recession risk, but spreads continue to narrow.
Lombard Odier continues to see green shoots in Chinese equities
The Swiss private bank also favours government bonds and investment investment grade credit.
Toyota survives shareholder revolt over governance concerns
Several funds vote against the re-election of chairman Akio Toyoda.
Fund managers’ faith in Chinese equities evaporates – survey
According to the influential Bank of America survey, only 5% of fund managers now have an overweight position in Chinese equities.
China set to see biggest outflow of HNWIs globally – report
The report from Henley & Partners shows that 13,500 high-net-worth individuals are set to leave mainland China this year.
Private market exchange ADDX appoints former SGX MD as chairman
Chew Sutat is a former managing director at the Singapore Exchange.
M&G appoints Japan head
Manabu Fujita joins M&G from Schroders.
UBS Global WM launches Asia-focused cross-asset sustainability portfolio
UBS Global Wealth Management launched its flagship sustainable multi-asset portfolio in 2018.
Hong Kong launches family office network
The new initiative will bring together lawyers, trust companies, accountants, private banks and more.