Individual bonds within a particular sector do not necessarily have similar risk-return characteristics, argues Colin Purdie, London-based chief investment officer for credit at Aviva Investors.
Category: Asset Class in Focus
The case for investing in mobility
Electric vehicles, ride-sharing and autonomous driving systems are some ground-breaking innovations in the field of mobility. George Saffaye, global investment strategist BNY Mellon, outlines five reasons why the time is right for investing in the theme.
Pictet explains fund repositioning
Marie-Laure Schaufelberger, Geneva-based senior product specialist, explains why a high dividend fund was turned into the growth-oriented ‘smart city’ fund.
Are there opportunities in risky Russia?
The country’s economy remains overwhelmingly dependent on oil and gas.
Bond risk is in downgrades, not defaults
There is more risk in investment grade ratings than in high yield defaults, according to Matt Eagan, vice president portfolio manager for Loomis Sayles fixed income group.
Japan equity funds tend to beat benchmarks
More domestic equity funds in Japan outperformed their benchmark indices than foreign equity funds, according to an S&P Dow Jones Indices report.
Be wary of ESG data, Templeton says
ESG disclosures from companies and data providers are backward-looking, argues Maarten Bloemen, Toronto-based portfolio manager and research analyst for global equities at Franklin Templeton Investments.
Is the energy sector a value opportunity?
Cash flow levels at energy companies are “dramatically higher”, which augurs well for stock price upside in the sector, according to portfolio manager Jonathan Waghorn at Guinness Asset Management.
Asia’s fund selectors like slumping Chinese equities
In the next 12 months, research suggests that allocations to China equity funds will be up while US and European equity product exposure will decrease, according to data collected by FSA.
Sensitive US small caps can be a wild ride
Big share price swings and vulnerability to tariffs and inflation are some of the risks for North American small caps, according to Ralph Bassett, head of US small and mid-cap equities at Aberdeen Standard Investments.
