As volatility returns to markets, healthcare-related equity funds have been among the worst performers, according to data from FE Analytics.
Category: Asset Class in Focus
V is for Vietnam, not volatility
Despite the return of market volatility, a Vietnam equity fund managed by JP Morgan Asset Management has soared to the top as best performer, according to data from FE Analytics.
The challenge of ESG data disclosure
Adoption of environment, social and governance (ESG) measures in a fund relies on trust in the reporting from the companies, and disclosure and transparency remain a major challenge, according to David Li, senior portfolio manager at Impax Asset Management.
CBH watching volatility, wary of bonds
Market volatility gives wealth managers a valuable opportunity to gauge their clients’ true risk appetite, according to Kevin Liem, chief investment officer at CBH Asia.
Pictet AM: ‘Safe sectors’ no longer safe
Investors should stay away from what they perceive as “safe sectors”, such as consumer staples and telecommunications, as they have accumulated more debt, according to Shaniel Ramjee, London-based senior investment manager for multi-asset at Pictet Asset Management.
A themed approach to unlocking EM value in 2018
Among the opportunities in emerging markets this year, theme investing, as well as China deserve a closer look, according to Rob Marshall-Lee, investment leader in the emerging and Asian equity team at BNY Mellon-owned boutique Newton Investment Management.
Barings: Beyond BATs
Investors in China’s technology sector should look beyond the flagship giants Baidu, Alibaba and Tencent, argues William Fong, director for Hong Kong China equities at Barings.
Aberdeen Standard: SRI is not ESG
While ESG has become an inherent part of risk management, SRI (socially responsible investment) products are, by comparison, designed to meet the demand of specific investors, Aberdeen Standard’s William Scholes told FSA.
Invesco: Tapping into consumer demand
Tapping into the growing consumer demand opportunities in Asia means high exposure to Greater China, but requires caution around high concentration in top stocks, said Invesco’s William Yuen.
Putting high yield through an ESG filter
Bluebay built an ESG version of its existing high yield fund and found that screening in a high yield bond fund requires reliance on in-house ESG analysis rather than external providers, according to My-Linh Ngo, head of ESG investment risk at Bluebay Asset Management.
