Cheaper price multiples will drive global equity returns next year, and China’s onshore bonds are starting to look appealing, argues Patrick Brenner, head of multi-asset investments for Asia.
Category: Asset Class in Focus
2019 not looking any better, says T Rowe
Higher downside risk for global equity markets requires an overweight to fixed income vs the benchmark, according to Thomas Poullaouec, Hong Kong-based head of multi-asset solutions for Asia-Pacific.
Jupiter revamps financial fund
The strategy of a financial sector fund run by the firm for 12 years has been revised to address financial innovation.
Blackrock’s Swan bets on India, Indonesia
Asian markets that fell the most during the first half will do the best in 2019, argues Blackrock’s Andrew Swan.
‘We like risk’ in 2019, says GSAM
Volatility brings emerging Asia equities to overweight, according to James Ashley, head of international market strategy at Goldman Sachs Asset Management.
Value Partners ventures into thematics
The Hong Kong-based firm will be launching a technology-focused multi-asset product and is preparing to develop a Greater Bay Area product, according to Eric Poon, managing director and head of sales.
Could China’s defaults accelerate?
Trade tensions, slowing GDP and the declining RMB create favourable conditions for Chinese bond defaults.
Investors missed US dollar strength
One of the biggest mistakes of Hui Tai, Hong Kong-based managing director and Asia chief investment strategist at JP Morgan Asset Management, was underestimating the US economy.
Pinebridge builds defense for 2019
US treasuries are replacing high yield and some equities in the portfolio, as the firm expects more weakness from riskier assets.
Asia dividend growth falls: Report
In Q3, global dividends set a record 5.1% growth, but Asia-Pacific ex-Japan dropped 8.8% — and corresponding funds followed.
