The European banking sector has strengthened, but Merian Global Investors believes that not all contingent convertible (coco) bonds are attractive.
Category: Asset Class in Focus
Twenty-Four AM positions for recession
Fixed income portfolios should shun risk and erect liquidity buffers against future shocks, argues Twenty-Four Asset Management’s founding partner.
Invesco launches another FMP
It is the third fixed maturity product (FMP) the firm has offered to Hong Kong retail investors so far this year, and the first that will focus on Asia bonds.
Flexible credit strategies for all seasons
A flexible, all-weather approach to credit investing has helped investors capture income and manage duration risk despite market conditions.
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.
