Fund selection involves seeing exactly what’s underneath the sometimes creative description of the product, according to Julie Koo, managing director, head of Citi investment management sales for Asia-Pacific.
Category: Asset Class in Focus
Valuations push JPM to trim equities
Some equities were trimmed from the JP Morgan mixed-asset fund because the average valuation reached the upper-end of the firm’s projection, said Julie Ho, co-manager of the firm’s Asia-Pacific Income Fund.
Barings explains off-benchmark Vietnam holdings
Barings’ head of Asean equities Soo Hai Lim expects an expansion of the tourism industry and economic growth potential in Vietnam to support the equity market.
Blackrock downgrades China equities
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.
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.
