Strong growth in emerging markets could leave EMD well placed to pick up again in 2019, according to Franklin Templeton.
Category: Asset Class in Focus
Top 10 most popular ACIF articles
The top 10 most read Asset Class in Focus articles of 2018 represent a mixture of topics, dominated by fund flows.
Only four fund sectors positive in 2018
This year’s best performing fund category in the Hong Kong universe was actually 2017’s worst performer.
Morgan Stanley backs China’s onshore bonds
These assets look attractive for 2019, although Indonesian bonds are the most preferred overall, according to Michael Kushma, CIO for global fixed income.
Foreign investors eyeing China funds, says UBS AM
The firm is also continuing its build-out in the mainland, despite onshore sentiment, by appointing Raymond Yin to lead onshore operations.
How much should investors de-risk in 2019?
Investors are advised to balance risk and reward in the coming year, and take a “barbell approach” to investing, argues Blackrock’s Belinda Boa, Hong Kong-based head of active investments for Asia-Pacific and chief investment officer of emerging markets for fundamental active equity.
Bond managers fear ‘self-fuelling bear market’
The spread between the two-year and 10-year treasury is now 0.09%.
Factor-based strategies not ‘sexy’, says Invesco
The market for factor-based strategies is not yet there for individual investors in Asia, according to Stephen Quance, Singapore-based director for factor-based investing at Invesco.
Convertible bonds: opportunity knocks
Looking past negative headlines regarding tariffs and trade wars, the world is currently seeing healthy albeit slower economic growth and upward pressure on interest rates due to the phasing out of monetary stimulus. Such an environment presents a buying opportunity for Convertible Bonds (CBs). CBs’ equity-like characteristics mean they benefit from economic growth while they are only modestly impacted by rising rates because of their low effective duration, which averages 1.8 years across the asset class.
Don’t fear India’s Modi, says Pictet AM
The ‘high conviction’ Pictet Indian Equities Fund is focused on financials and technology.
