A flexible, all-weather approach to credit investing has helped investors capture income and manage duration risk despite market conditions.
Category: Asset Class in Focus
Liquidity is shaping fixed income preferences
A large-cap preference in fixed income is necessary in the current low yield environment, says Hermes head of credit.
HSBC GAM’s discretionary ESG approach
Fund managers at HSBC Global Asset Management can accept or ignore ESG red flags, but they can’t deny the warnings, according to the firm’s responsible investment specialist.
GAM turns sights on Southeast Asia
Emerging from a whistleblower scandal, the firm intends to focus on alternative strategies in Southeast Asia such as private lending.
DWS sticks with A-shares despite run-up
Many investors seem to be piling into A-shares, and CIO Sean Taylor believes they will continue to rise.
Economics, not emotion, with HK equities
The economy, market and sentiment in Hong Kong continues to slide downward, but don’t look for bargain stocks, advises Isaac Poole, chief investment officer at Oreana Financial Services in Hong Kong.
Would you invest in a space exploration fund?
‘Disruptive’ and ‘innnovation’ fund descriptions have been over-used and lost meaning, says Karen Kharmandarian, who explains how Thematics Asset Management selects companies for a themed fund.
Three Nobel laureates discuss trade and trends
Top economists visiting Hong Kong argue there is no clean solution to the trade war and assert that investment opportunities lie in new technologies and social preferences.
Tilt toward IG bonds, advises JPMAM
Investors should seek extra yield, liquidity – and sanctuary – with investment grade corporate bonds, according to JP Morgan Asset Management.
Is the expensive Vietnam market worthwhile?
ETF inflows in recent years have made Vietnam’s large-cap stocks more expensive, according to Dragon Capital.
