Fund selectors in Hong Kong, Singapore, Thailand and Malaysia plan to add to their allocation to emerging market bonds in the next 12 months, according to forward-looking data collected by FSA.
Category: Asset Class in Focus
Is the decade-long global expansion nearing its end?
The global expansion is either nearing its demand-driven peak or in the early stages of a supply-driven renaissance, according to Joachim Fels, Pimco’s global economic adviser.
Mark Mobius, ESG activist
In his new fund, Mark Mobius plans to use his considerable clout to work directly with companies in emerging markets on improving their governance practices.
Quaero bets on Japan industry consolidation
Japanese domestic industry sectors will undergo consolidation, which will allow industry leaders to gain market share, argues portfolio manager Rupert Kimber.
EM equities targeted by Asia’s fund selectors
Data collected by FSA show a significant increase of interest in global emerging market equity funds among fund selectors in Hong Kong, Singapore, Thailand and Malaysia.
T Rowe Price: few EM bond opportunities in Asia
As the fundamentals of Asian emerging markets improve, credit-focused bond investors find better opportunities in other regions, according to Ben Robins, portfolio specialist at T Rowe Price.
OMGI shifts from value to quality
Stocks of companies that have stronger balance sheets will benefit more from the current market environment than value stocks, argues Justin Wells, London-based global equities strategist at Old Mutual Global Investors.
Voya: Loan returns trimmed by short supply
While rising interest rates boost returns of loan funds, increased demand for loans, together with limited supply, reduce the gains, according to Jeff Bakalar, managing director and head of senior loans at Voya IM.
Uncovering China’s small caps
China’s small caps are telling a completely different story than larger companies, but they are under-analysed and face-to-face due diligence is required, said Tiffany Hsiao, lead manager of Matthews Asia China Small Companies Fund.
Spotting defaults in HY portfolios
Defaults normally take a couple of years after the first warning signs and therefore can usually be predicted, said Vivek Bommi, European high yield and global high yield manager for Neuberger Berman. He explains some of the red flags and his approach to risk.
