Investors should stay invested during the late stage of the bull cycle despite increasing market volatility, according to Hu Yifan, regional chief investment officer at UBS Global Wealth Management.
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Investors should stay invested during the late stage of the bull cycle despite increasing market volatility, according to Hu Yifan, regional chief investment officer at UBS Global Wealth Management.
As stock market volatility continues, DBS Bank advises clients to cash out part of their equity holdings and take a wait-and-see approach, according to Hou Wey Fook, chief investment officer.
Thanks to robust net inflows, China’s ETF market is now second in Asia behind Japan, data from Morningstar shows.
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.
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.
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.
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 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.
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.
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.
Part of the Mark Allen Group.