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.
Category: Asset Class in Focus
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.
Tech ‘mobility’ fund hunts for winners
Companies pioneering autonomous vehicles and electric cars need to reassure fund managers they will keep solid R&D commitments through tough times, according to George Saffaye, global investment strategist at BNY Mellon Investment Management.
Could a hedge fund mixture lead to better results?
Industry sources suggest combining various hedge fund strategies to address diversification and ease downside risk, but the issues of high fees and performance remain.
Are factor-based strategies gaining traction in Asia?
Private bank investment in iShares smart beta products increased by five times since the beginning of 2017, according to Ben Garland, Blackrock’s Hong Kong-based head of factor investing for Asia-Pacific.
DWS: Asian investors support local equity markets
Despite trade tensions, DWS remains overweight China equities and is eyeing India because domestic investors are pouring capital into their local markets, said Sean Taylor, the firm’s chief investment officer for Apac and head of emerging market equities.
WMs prefer active funds for China exposure
In China’s inefficient equity market, active management is preferred to passive investing, according to wealth management sources.
Dollar strength hits EM positions, says UBS Wealth
The strengthening US dollar has resulted in tactical changes to client portfolios, according to Mark Haefele, Zurich-based group managing director and global chief investment officer.
Trade conflict aimed at China’s industrial project, says Robeco
US trade actions against China are actually targeting China’s 2025 project, a government initiative intended to move the mainland up the tech value chain, according to Victoria Mio, the firm’s chief investment officer for China.
