This year, specific equities should continue to perform well, but investors are advised to avoid adding more fixed income, according to John Cappetta, head of managed product sales at Julius Baer in Singapore.
Category: Asset Class in Focus
BEA Union: Asian bonds face rate hikes and defaults
Focusing on higher quality and short-dated bonds will help ease the risk of defaults in Asian USD-denominated bonds, said Pheona Tsang, head of fixed income at BEA Union Investment.
How JP Morgan AM sizes up equity valuations
A stock with a high price-to-earnings ratio doesn’t necessarily trigger a sell signal, argues Joanna Kwok, managing director and a portfolio manager within JP Morgan Asset Management’s Asia-Pacific regional team.
Invesco: US tariffs turn China toward Belt and Road
As trade tensions with the US rise, China’s commitment to the Belt and Road Initiative (BRI) should deepen, according to Ken Hu, the firm’s chief investment officer for Asia-Pacific fixed income.
Coco and China fixed income at top and bottom in Q2
Coco funds are among best fixed income performers while China-focused funds were among the worst on a three-year return basis at the end of the second quarter.
Asian HY defaults may hit 3%: Manulife AM
Defaults on Asian high yield corporate bonds may surpass the 2.9% level reported in 2015 due to difficulty in refinancing debt, said Jimond Wong, managing director and senior portfolio manager for Pan-Asia bonds at Manulife Asset Management.
Green funds turn red amid trade tension
The trade conflict between the US and China has negatively affected investor sentiment, but Luciano Diana, Geneva-based head of environmental strategies, believes it is only noise, despite the negative effects on his fund’s portfolio.
EFG Bank sees demand for ‘new’ hedge strategies
Alternative investment funds, many of which are descendants of the risky hedge funds from a decade ago, are increasingly in demand as risk-management tools, according to Simon Godfrey, head of product management at EFG Bank.
Allianz GI makes a case for struggling Asian equities
Trade tensions and a strengthening US dollar have hit Asian equity markets, but Raymond Chan, Hong Kong-based chief investment officer for Asia-Pacific equities at Allianz Global Investors explains why he remains positive on the asset class.
Stock-pickers thrive in 1H China market turmoil
Funds managed by bottom-up stock-pickers are performing well in China’s volatile markets while momentum-driven funds are at the bottom end, according to data from FE Analytics.
