The firm has reduced its China equities position amid slower growth and rising trade tensions with the US, according to Wenjie Lu, China investment strategist.
Category: Asset Class in Focus
Is there too much hype in leveraged loans?
The increasing popularity of leveraged loans has made the asset class less attractive, according to James Blair, Singapore-based investment director for fixed income at Capital Group.
Deutsche Wealth maintains 10% alts allocation
Deutsche Bank Wealth Management has made changes to hedge fund allocation recommendations, including trimming down positions in equity long/short strategies.
Investing in the surging commercial aircraft market
Historical returns over 9%, low volatility and low correlation to the stock market make investments in commercial aircraft a highly relevant opportunity in today’s market environment, according to Laurent Biousse, director of AFD Fund Management’s Aeronautics Fund.
Consistency from long/short investing
Neil Robson, head of global equities at Columbia Threadneedle Investments, explains the rationale behind long/short investing.
Bank loans an ‘oasis’ in fixed income
T Rowe Price has increased allocation to bank loans across its high yield strategies, according to Gregor Dannacher, Baltimore-based fixed income portfolio specialist.
Mindful Wealth eyes fund re-domicile to Singapore
The boutique wealth and asset manager plans to launch a CLO bond fund and hopes to take advantage of Singapore’s new fund structure, according to Federico Cristina, the firm’s investment manager.
Asia’s fund selectors sour on emerging markets
Data collected by FSA shows a significant decline in sentiment toward global emerging market equities and Asia-Pacific ex-Japan equities among fund selectors in Hong Kong, Singapore, Thailand and Malaysia.
Get set for China’s earnings growth, says CIFM
Earnings growth, shareholding among top management and dividend payout are the more important factors when evaluating China’s onshore stocks, argues Judy Chang, chief investment officer at China International Fund Management (CIFM).
NB searches for quality as EMs sell-off
Emerging market equities are down this year after double-digit growth in 2017, but Conrad Saldanha, New York-based portfolio manager for emerging market equities at Neuberger Berman, remains optimistic.
