Cheap valuations and earnings growth could be a catalyst for Europe this year, according to Ferdinand Cheuk, portfolio manager for global equities at Franklin Templeton Investments.
Category: Asset Class in Focus
China’s weak growth signals short-term pain
China’s annual GDP growth was the lowest in 28 years, and First State’s Martin Lau sees it as a risk to asset prices.
Beware of `concept stocks’ in fintech
Investors looking at listed fintech companies should closely monitor profitability, according to Patrick Lemmens, Rotterdam-based executive director for trends investing at Robeco.
Barings launches two fixed income funds
The launch of the two funds comes at a time when the sentiment for fixed income products in Asia is mixed.
Stick with short duration bonds
High yields are available in oversold, short-dated credit assets, argues Eoin Walsh, portfolio manager at Twenty Four Asset Management.
In equities, UBP prefers Japan in 2019
US equity valuations have become cheaper, but investors can find more value elsewhere, argues Norman Villamin, Zurich-based chief investment officer for private banking at Union Bancaire Privée.
NNIP positive on Asia high yield
Investors should consider adding US dollar-denominated emerging Asia bonds in 2019 after a decline in appetite last year, the firm said.
Pictet AM lifts bond weightings
Pictet Asset Management is cautious about equities as the global economy hits inflection points and market structures transform.
Merian most-researched Singapore fund
Investors searched for alchemists who could defy the slump in major stock markets last year.
Allianz GI tops 2018 most researched funds
Turmoil in global equities markets and fears of an economic slowdown drove investors to investigate fixed income havens last year, FE data shows.
