Capital Group CEO sees mid-sized asset managers getting ‘hollowed out’
Capital Group CEO Mike Gitlin expects smaller boutique firms to survive on satellite allocations and larger firms taking more market share of investors’ core exposure.
Asset Class in Focus
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Real estate underpins China products
What China’s domestic investors assume are a local bank’s time deposit products are often real estate investments and loans, according to Anthony Doyle, head of investment specialists team, M&G Investments.
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One way to play rising rates
A high yield product that links to the LIBOR rate could be a suitable way to play the next act of the interest rate saga, according to M&G Investments.
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Real estate preferred by Asian HNWIs
Real estate remains the most preferred asset class for the growing base of high net worth individuals in Asia Pacific excluding Japan, according to the Asia Pacific Wealth Report 2014, released by Capgemini and RBC Wealth Management.
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Continuing euro slide to boost equity appeal
European equities stand to benefit as the euro depreciates, but across developed and emerging markets, much hinges on governments delivering structural reforms, according to Giordano Lombardo, group chief investment officer at Pioneer Investments.
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Asia real estate managers rank top
Three Asia-based private equity real estate fund mangers are among the top outperformers in the asset class globally, according to research from Preqin.
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China indicies rise as valuations remain low
The CSI 300 Value index is up more than 7% and the Shanghai Composite is up 6% since March, following a long period of underperformance. Yet valuations are low, sources said, and China is one of the cheapest markets in the world.
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Students and farmers fit niche strategies
Student housing and farm equipment loans are among the niche investment strategies driven by macro trends, attendees heard at Fund Selector Asia’s Alternatives Forum in Singapore.