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.
Category: Asset Class in Focus
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?
Where to find alpha in Japan
Most investment into Japan goes into the more famous names, but local companies are undergoing the real revival, says Shigeka Koda, CEO of Singapore-based Four Seasons Investments.
What’s different 10 years on?
FSA asked wealth and asset managers to summarise what has changed with their own work since Lehman Brothers collapsed on September 15, 2008.
How Milltrust selects its managers
Flagship funds do not really express a fund manager’s investment conviction, argues Simon Hopkins, Singapore-based CEO at Milltrust International.
Bringing ESG into multi-asset investing
ESG-focused investing has evolved beyond exclusion and across asset classes, opening the door for multi-asset strategies to incorporate ESG analysis, according to M&G Investments.
