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.
Category: Asset Class in Focus
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.
BOCHK AM bond fund targets risk-averse investors
Amid the current cycle of rate hikes plus market uncertainty, BOCHK Asset Management has launched an ‘all-weather’ bond fund in Hong Kong.
How Vontobel AM hunts ‘future leaders’
When investing in emerging markets equities, a more logical yet easier way to seek returns is focus on stable leaders rather than ‘dark horses’, argued Thomas Schaffner, portfolio manager at Vontobel Asset Management.
Is the fund of hedge funds business dying?
Investors in the region, especially institutions, have been avoiding fund of hedge funds (FoHFs) and instead allocating to hedge funds directly, according to Ronnie Wu, co-founder and chief investment officer at Penjing Asset Management.
Global index providers pull in more A-shares
MSCI plans to expand inclusion to smaller China stocks and mid-caps, while UK-based FTSE Russell announced its own additions.
Nikko sees the real deal in old tech, not FAANGs
Older tech names are less sexy than FAANGs, but they have sensible valuations and are moving into high growth areas, according to Iain Fulton, Nikko Asset Management’s investment director.
Expensive ESG products turn off HK investors
Sustainable investment products come with higher fees than traditional products, according to a UBS survey of Hong Kong investors.
Finding sustainable income in uncertain times
Is there an optimal combination of equities and fixed income to deliver strong, sustainable income?
