China’s slowing GDP growth is the biggest risk for Asia bonds, argues Arthur Lau, head of Asia ex-Japan fixed income at Pinebridge Investments.
Category: Asset Class in Focus
M&G snubs fixed income assets
Currently the firm’s mixed asset strategies hold more cash than fixed income, according to Craig Moran, London-based fund manager at M&G Investments.
Buying gold as a dollar bear play
Merian’s gold and silver fund manager believes that the Fed’s U-turn on interest rates will finally drive gold prices higher.
Value Partners hunts inside specific sectors
Facing China’s headwinds, the firm is positive on value plays in three equity sectors that have been beaten down.
Avoiding the UK income trap
Investors in UK equities have been better off sticking with growth funds rather than seeking income, despite a sluggish economy and political turmoil.
Will China’s V-shaped performance continue?
The year-to-date China rally demonstrates the only certainty in the mainland market: wild annual swings.
Risks continue to mount in EM
Despite earnings disappointments, the risk of trade war escalation and key elections this year, now is the time to buy emerging markets equities, according to Robeco.
Can low valuations revive Asia equity sentiment?
After a terrible 2018, Asian equities seem to be recovering this year, driven by the appeal of low historical valuations, according to Allianz Global Investors.
Indosuez warns about simmering debt crisis
Benign short-term prospects for the global economy should not disguise the problems in store caused by the recent build-up in sovereign borrowing, according to Indosuez Wealth Management’s research head.
Can bond fund bounce continue this year?
Bond investors have enjoyed a recovery since the start of the year, and for funds positioned at the riskier end of the credit spectrum it has turned into a bonanza.
