SSGA notes the sectors in China that have a higher potential for defaults and gives a breakdown of Asia bond preferences.
Category: Asset Class in Focus
Fund firms see potential value in Japan equities
But during the three-year period, only around 38% of Japan equity funds have outperformed the MSCI Japan Index.
Why investors should take a second look at Japan
Macro numbers do not reflect the performance of Japan equities, according to a Matthews Asia fund manager.
HSBC Global AM cautious of A-share volatility
While the China A-share market is up nearly 30% this year, the market also fell 30% last year.
Louis Vuitton sales not about China’s growth, T Rowe says
Eric Moffett, whose fund has a high allocation to China equities, discusses distorted views about China’s consumers.
Will US equities continue to rise?
The outlook is positive for the asset class, but investors should not expect double-digit returns in 2020, according to a Franklin Templeton fund manager.
Schroders places risk-on bets
The UK asset manager is positive on equities and credit as recessionary fears subside and the prospects for a trade deal improve.
Another A-share bull runs with the pack
UBS Asset Management sees a first half rebound coming in emerging markets, led by China A-shares.
Indosuez Wealth expects riskier FMPs
Separately, the head of discretionary portfolio management said the firm is using thematic products and ETFs for clients’ portfolios.
Pictet Wealth has hopes for Asia ESG offering
Separately, the firm has been investing more in China A-shares via a third-party fund.
