The Singaporean investment manager’s strongest convictions are towards US equities and government bonds.
Category: Equities
Cohen & Steers: Three reasons to allocate to listed infrastructure
Cohen & Steers’ Michelle Butler outlines the three key reasons why allocating to listed infrastructure makes sense right now.
Lazard AM makes the case for emerging markets
Lazard Asset Management’s third-quarter outlook makes the case for both emerging market equities and debt.
Lombard Odier favours cyclical stocks
The Geneva-based bank also remains under-exposed to defensive stocks, especially healthcare.
Five top European equity funds year-to-date
FSA looks at five top-performing European equity funds available for distribution in Hong Kong and Singapore.
Robeco launches ‘sustainable transition’ strategies
The Dutch asset manager is expanding its capabilities with strategies that seek alpha from sustainable transition.
Can the tentative small-cap recovery continue?
Small-cap weakness has persisted in spite of a revival in economic conditions – until recently.
HSBC GPB’s Lina Lim: diversification is vital
HSBC Global Private Banking’s Apac regional and Hong Kong head of discretionary and fund, investments and wealth solutions emphasises the scalability of the bank’s services while maintaining a focus on each client’s expectations.
Julius Baer backs mid-cap cyclical stocks
The Swiss pure-play private bank also continues to favour quality growth equities and finds value in industrials.
Eastspring’s Dunn: Quant strategies are not a black box
Eastspring’s head of quantitative strategies tells FSA why a robust process and repeatability is important when considering a core equity exposure.
