The trade dispute and slowing GDP growth are putting additional pressure on domestic corporates with loan payments due.
Category: Asset Class in Focus
China set to outgrow EM indices
Chinese equites should be treated as a separate investment “sleeve” as their weighting within EM indices approaches 50%, according to JP Morgan Asset Management.
Are Asia’s fund selectors good at choosing funds?
Some preliminary data is in, and the results are ripe for discussion.
HY’s past excesses not seen today, says AB
Historical data suggests the inverted yield curve plus an interest rate cut will likely support high yield bonds, according to a manager at Alliance Bernstein.
Fast asset gatherers reflect product trends
Fixed maturity and passive products make up the list of funds that gathered $1bn or more in the past 12 months.
Jupiter defends EM debt risks
Separately, the firm plans to expand its GEM fixed income team to include an Asia-focused analyst, according to Alejandro Arevalo, London-based emerging market fixed income fund manager at Jupiter Asset Management.
Investec manager turns cold on defensive stocks
Defensive stocks have become more expensive, according to the head of global multi-asset income.
AB manager sticks with Chinese equities
‘Beaten up’ China and Korea equities account for 2/3 of Stuart Rae’s portfolio.
A look at alts as an income source
As interest rates stay low for longer, JP Morgan Asset Management sees alternative investments as a source of harder-to-find income.
Hong Kong investors run to safety
Global equity markets have rallied this year, but two-thirds of fund sales in Hong Kong are in fixed income products.
