Jonathan Pines, lead portfolio manager for Asia ex-Japan at Federated Hermes, explains what it will take to tackle the Korea discount.
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.
BlackRock: The Asia HY market ‘is now in a different place’
Stephen Gough, managing director, portfolio manager and head of the Asia Liquid Credit Platform at BlackRock, explains why the time is ripe for Asia high yield.
Abrdn shifts to positive on EM equities on the back of China stimulus
The UK-headquartered asset manager said it is sanguine on Chinese equities despite last week’s sharp sell-off.
Asian HNWIs favour alternatives – Oaktree
Brookfield Oaktree Wealth Solutions canvassed the views of HNWIs in Hong Kong, Singapore and Taiwan.
Japan equities: M&G versus MFS Meridian
As part of FSA’s head-to-head series, we compare the M&G Japan fund and the MFS Meridian Japan Equity fund.
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management’s Antony Creighton.
Aviva Investors appoints Apac CEO
Sandra Cheng joins from Columbia Threadneedle, where she was CEO of Singapore and head of institutional for southeast Asia.
Columbia Threadneedle partners with DBS on technology strategy
The strategy is led by Paul Wick and aims to identify both the winners and losers in the technology industry.
GMO appoints ex-Goldman executive as head of intermediary business for Asia
Dexter Chua was previously head of southeast Asia for the third-party wealth business at Goldman Sachs Asset Management.
AllianzGI: Technology stocks and cash aren’t the only game in town anymore
AllianzGI said in its fourth-quarter outlook that investors should not expect the M7 to continue to drive performance.
