The recent rise in the price of the traditional safe haven asset class has excited dedicated gold-bugs.
Category: Asset Class in Focus
Oreana makes strong turn away from risk
Avoid high yield, trim equities and seek traditional safe havens, advises Isaac Poole, chief investment officer at the Hong Kong-based wealth manager.
Income products top choice in Singapore
In Hong Kong and Singapore, income funds of various types had some of the highest net flows during the first half.
$2bn in outflows for A-share ETFs
The US-China trade dispute, slowing GDP growth and RMB currency concerns have punished A-share ETFs in the first seven months of the year.
FMPs maintain haven appeal
Aviva Investors is the latest fund manager to launch a fixed maturity product to meet investor demand for income and safety.
Onshore bond defaults up in 2019
The trade dispute and slowing GDP growth are putting additional pressure on domestic corporates with loan payments due.
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.
