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.
Category: Asset Class in Focus
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.
Pictet Wealth defends hedge funds
The firm is also overweight cash and it believes most fixed income assets do not have attractive returns.
Commodity bets ride on divergence and change
Commodity prices have experienced wild swings over the past few years, and investors in commodity funds have had to be risk-tolerant.
TT International hunts for China themes
The London-headquartered firm is also planning to expand its client base in Asia to include wholesale investors.
China bond funds rally in 2019
Offshore renminbi-denominated bond funds have staged a recovery so far this year, benefiting from a weaker US dollar.
The problem with growth investing
Investors may find better opportunities in dividend-paying companies than growth stocks, argues Newton IM’s Nick Clay.
A look at Asia tech overweights
Only two products out of roughly 5,000 mutual funds available to Hong Kong and Singapore investors have overweights in the four Asia tech heavyweights.
