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.
Category: Asset Class in Focus
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.
Stay with China equities, says CIO
Bill Maldonado, chief investment officer at HSBC Global Asset Management, has questioned defensive strategies as these names have become expensive in the last 12 months.
RMB bond funds struggle despite index inclusion
The phased addition of China government bonds (CGBs) into Bloomberg’s leading benchmark index has so far failed to boost RMB dedicated fixed income funds.
Take profits in Chinese equities, Deutsche Wealth says
The bank has become increasingly cautious on the asset class due to concerns driven by the trade dispute.
Tech, emerging Europe outperform in 1H
The stragglers are funds focussed on Asia where the Sino-US trade conflict has taken the greatest toll on asset prices.
UBS WM joins the portfolio protection parade
The private bank is the latest wealth manager to essentially steer neutral, but recommend a tilt toward portfolio protection.
