High yields are available in oversold, short-dated credit assets, argues Eoin Walsh, portfolio manager at Twenty Four Asset Management.
Category: Asset Class in Focus
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.
Indonesian bonds in Manulife AM’s sights
The firm also likes onshore China bonds, despite the potential for an escalation of the trade war with the US.
Global fixed income funds – best and worst in 2018
How did fixed income funds respond to the gradual withdrawal of liquidity, rising interest rates and volatility in 2018?
Affin Hwang launches UBS fund in Malaysia
Greater China funds had the second highest net inflows in Malaysia, according to Morningstar data.
Allianz GI shuns EM equities
The firm’s views on the asset class differ from other managers, who believe valuations have made emerging market equities attractive.
