With 61% of her fund’s portfolio in China corporate bonds, Pheona Tsang, head of fixed income at BEA Union Investment, is monitoring rising US interest rates and the impact on Asia bonds.
Category: Asset Class in Focus
Has EM high yield become vulnerable?
Rising interest rates have made it harder for companies to find sources of funding, according to Alaa Bushehri, London-based portfolio manager for emerging market fixed income at BNP Paribas Asset Management.
Jupiter sees huge fixed income outflows
Fixed income remains fund house’s Achilles’ heel as smaller rivals enjoy asset growth.
How T Rowe Price approaches China small-caps
Traditional and new companies alike strive to innovate as a way to stand out in China’s new-look economy. This is where T Rowe Price portfolio manager Wenli Zheng finds investment opportunities.
Has China become less tech after GICS changes?
IT will only account for 3% of the MSCI China Index following the GICS reclassification.
HNWIs should look beyond prime residential, says Invesco
Wealthy investors in Asia should steer away from location as the only component to consider in real estate investing, argues Simon Redman, managing director, client portfolio management at Invesco Real Estate.
Asia’s wealthy prefer physical gold, says SSGA
When investing in gold, conservative high net worth individuals in Asia still prefer owning physical bullion to investing in exchange-traded funds, according to State Street Global Advisors.
Chinese banks to benefit from trade war, says UBP
Trade tensions between China and the US will not hit equities across the board, according to Union Bancaire Privee (UBP) chief investment officer, Norman Villamin, who advises allocating to beneficiaries of reflation policies.
Convertible bonds – the best of two worlds
Convertible bonds (CBs) have a history of equity-like returns, low correlation to geo-political events and a tendency to do well when interest rates rise, according to Tarek Saber, head of convertible strategies.
Amundi wary of bond liquidity
Even though he is ‘positive but not bullish’ on the corporate credit market, Grégoire Pesquès, head of global credit at Amundi, said he is focused on bond liquidity.
