Fraud revealed at China’s Luckin Coffee spotlights an advantage of ETF and index funds over active funds, but there is a tradeoff.
Category: Asset Class in Focus
Pinebridge joins Asia bond fan club
Economic fundamentals, cheap valuations and market structure combine to buttress China and Asia credit, according to Pinebridge Investments’ Asia ex-Japan fixed income head.
Onshore defaults lower in Q1
Despite the coronavirus, China’s onshore defaults were lower year-on-year in the first quarter.
JOHCM positions global fund for post-coronavirus world
Structural transformations already underway will accelerate as a result of the global pandemic, according to senior fund manager Christopher Lees.
Should investors allocate more to EM fixed income?
Pinebridge believes that Asia bonds are a safe haven asset class, but it is wary of Latin America exposure.
Eastspring liquidates Thai funds amid massive outflows
Four of TMBAM Eastspring’s fixed-income funds have been terminated due to a flood of redemptions, eliciting comments from Thailand’s deputy PM.
JPM AM fund uses derivatives to reduce risk
Tactical deployment of futures and options strategies can provide portfolio protection while maintaining the fund’s thematic commitment, according to a JP Morgan Asset Management macro strategist.
Amundi HK set to launch FMP
How are fixed maturity products vulnerable during extreme global market turmoil?
Schroders reduces risk in mixed-asset fund
The multi-billion dollar fund has lifted its cash weighting, reduced equity exposure and trimmed an already low allocation to sub-investment grade credit.
Pictet fund increases Asia consumer exposure
The March sell-off is presenting further buying opportunities in Asian equities, according to Pictet AM.
