Eric Moffett, whose fund has a high allocation to China equities, discusses distorted views about China’s consumers.
Category: Asset Class in Focus
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.
DWS turns bullish on Asia
For the first time in six quarters, DWS believes that “the risks to markets are on the upside”.
Asia bonds to dip in 2020, T Rowe says
The asset class has provided investors double-digit returns this year, but that is not expected to continue in 2020, according to T Rowe Price.
China AMC says L&I ETFs lack variety
The few leveraged and inverse exchange-traded funds in Hong Kong tend to follow one of three indexes.
SSGA neutral on China
Several firms have joined the stable of China bulls, but SSGA has moderated its views on China equities due to macro-economic concerns.
