Pongtharin Sapayanon, head of fixed income and asset allocation at abrdn Investments (Thailand), explains why the Short-Dated Enhanced Income strategy favours emerging market debt.
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.
Janus Henderson: Headwinds are becoming tailwinds in listed real estate
Andy Cox, equity investment specialist at Janus Henderson, explains why the shift in interest rates bodes well for listed real estate.
M&G’s Samarth: Taking a contrarian approach to Japan
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Gautam Samarth, deputy fund manager for the M&G Episode Macro strategy, explains why he is taking a contrarian approach to the Japanese yen.
Jupiter: ‘It will probably be the biggest tech replacement cycle the world has ever seen’
Sam Konrad, co-manager of the Jupiter Asia Pacific income strategy, also explains why he is sanguine about upping his exposure to Taiwan.
VP Bank shutters Hong Kong operations
VP Bank’s announcement comes after the reported resignations of CEO Pamela Hsu Phua and COO Heline Lam.
Flows into Japanese equity funds soar in July
Flows into Japanese equity funds soared in July ahead of this month’s sell-off, according to Morningstar Direct data.
Private equity: Hamilton Lane versus Partners Group
As part of FSA’s head-to-head series, we compare the Hamilton Lane Global Private Assets and the Partners Group Global Value funds.
T Rowe Price looks beyond growth equities
The Baltimore-headquartered asset manager is looking beyond its roots in growth equities.
UBP turns defensive amid global sell-off
The Swiss private bank has also downgraded its outlook on Japanese equities amid the recent sell-off.
BNPP AM strengthens institutional sales team
Florence Wong joins from Macquarie Asset Management, where she was an Asia investment specialist.
