The recent turbulence in China and other parts of Asia represent a buying opportunity, says a fixed income fund manager at the firm.
Category: Asset Class in Focus
Time to rotate out of crowded US defensives?
Cyclical stocks have become more attractive, argues Pinebridge Investments.
UBS stays with Asian equities outlook
It’s little surprise that Apac markets are negative for the year, but UBS Wealth Management stands by the forecast of double-digit company earnings growth.
JPMAM sticks with Asia growth conviction
The coronavirus outbreak is not a reason to deviate from a conviction in the region’s structural transformation, according to portfolio manager Joanna Kwok.
Thematic funds warning
It is important for investors to understand if a theme is a valid strategy for the long-term or just a short-term fad, according to a Morningstar report.
Newton IM rides out China market volatility
China’s consumer-led growth trajectory will endure despite the current problems, and there are still investment opportunities in key sectors, according to Newton Investment Management.
New funds that pulled in the most assets
One type of product has been dominant in attracting big capital in a short time frame, according to FE Fundinfo data.
Malaysian investors seek stability in bonds
JP Morgan’s Income Fund has become popular among Malaysian and Thailand investors.
Hong Kong annual fund flows hit record high
For asset managers’ Hong Kong marketing teams, the year was all about bond funds.
Clients ‘at ease’ despite coronavirus, Indosuez says
The firm believes that companies in the healthcare and online sectors will remain resilient.
