Optimist Andy Budden, the firm’s investment director, believes the global synchronised recovery is likely to continue in 2018, but investors should protect portfolios against rising volatility.
Category: Asset Class in Focus
BoS: Hunt for China’s tech theme in healthcare, finance
Investors with an appetite for China’s new technology opportunities should look to sectors where they are applied, rather than overvalued tech companies, argues Johan Jooste, chief investment officer at Bank of Singapore.
OMGI concentrates GEM fund
Old Mutual Global Investors’ global emerging markets fund has become more concentrated since it was taken in-house and handed to the firm’s new GEM team.
Convertibles: best of both worlds?
Convertible bonds, which combine features of bonds and equities, are coming back as interest rates rise, argues Christophe Machu, investment specialist on the multi-asset and convertibles team at M&G Investments.
Citi PB: Reforms to boost China’s old economy in 2018
Chinese banks, seen as risky by many investors, are looking attractive in 2018 due to ongoing reforms, said Ken Peng, Citi Private Bank investment strategist for Asia-Pacific, who also likes China’s industrial sector.
JPM AM: Asia earnings key in 2018
Investors should have a strong focus on earnings for Asia-Pacific equities because valuations are no longer cheap, according Ayaz Ebrahim, Hong Kong-based co-head of the Asia-Pacific regional team at JP Morgan Asset Management.
China’s OBOR to impact in 2018: HSBC PB
China’s growth will provide regional opportunities in infrastructure, financials and consumer products, said Fan Cheuk-wan, HSBC Private Bank head of investment strategy in Asia.
Pictet: Watch the risk in Europe high yield
Following strong performance in 2017, European high yield bonds will be less attractive in 2018 due to high valuation and liquidity risk, argues David Gaud, CIO of Pictet Wealth Management.
Were Byron Wien’s 2017 predictions right or wrong?
How accurate were the “Ten Surprises for 2017”, which Byron Wien, vice chairman of multi-asset investing at Blackstone, issued a year ago?
2017 leaders and laggards – fixed income
European high yield and emerging market bond funds top the list of best performing fixed income funds available for Hong Kong and Singapore investors, while US dollar and global bond funds underperformed.
