Fund managers from BNPP AM, Neuberger Berman, JO Hambro and JPMAM share what they have learned from past investment mistakes.
Category: Asset Class in Focus
Mitigating risk in a high yield bond portfolio
Holding bonds with short maturity dates or which are likely to be refinanced will enhance returns and reduce volatility in a sub-investment grade bond fund, according to Insight’s Ulrich Gerhard.
Silver is ‘sizzling’, says Merian
Silver mining stocks provide investors with opportunity as physical silver has become very cheap, according to Ned Naylor-Leyland, portfolio manager at Merian Global Investors.
JOHCM focuses on disrupted industries
After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
JPMAM finds value in emerging market dividends
Distributing dividends to shareholders is a tangible signal of good governance in emerging market companies, according to JP Morgan Asset Management fund manager Omar Negyal.
Sharpest China funds for volatile times
President Trump’s latest threat to increase tariffs on Chinese exports could trigger a phase of market volatility which should emphasise the importance of risk-adjusted returns.
Fidelity remains bullish on China assets
Fidelity’s Asia multi-asset funds have raised their exposure to China A- and H-shares since the start of the year, doubling down on a “contrarian” switch to China high yield bonds.
Bullish Invesco positions bond fund for trade deal
A perfect storm of a US-China tariff deal, renminbi appreciation, investment inflows and domestic reforms will drive Chinese bond prices higher, according to co-manager of the Invesco Asian Bond Fund.
Allianz joins the Asian high yield chorus
Last year’s economic headwinds have turned into tailwinds since the start of the year and will support Asian credit, argues Allianz Global Investors’ David Tan.
Earnings surprises needed for Greater China gains
Stock markets in Greater China have already risen to fair valuations, so positive shocks are required to sustain further rises, according to Henry Chan, chief investment officer of BEA Union Investment.
