In an analysis of Morningstar ESG scores vs fund outperformance, FSA has found that a strong ESG focus appears to be correlated with under-performance.
Category: Asset Class in Focus
Allianz GI bangs short duration drum
The demand for short-duration products is expected to pick up this year amid rising interest rates and several firms, including Allianz GI, have launched relevant products.
Private banks neutral on US equities
US companies are expected to have high earnings this year, but Bank of Singapore, UBS Wealth Management and Deutsche Bank Wealth Management are finding more opportunities in other equity markets.
A compelling case for East Asian local currency bonds
Global investors should not ignore the East Asian local currency government bond market as an emerging asset class in its own right, according to Matthew Arnold, head of SPDR ETFs for State Street Global Advisors in Singapore.
HSBC GAM bullish on China’s F&B industry
China’s middle class continues to expand in number and in income, creating investment opportunities in the food and beverage industry as well as casinos, according to Mandy Chan, head of China and Hong Kong equities at HSBC Global Asset Management.
Eastspring: Expect volatility, be tactical
Investors will benefit from a tactical investment approach this year as markets are expected to be more volatile, according to Virginie Maisonneuve, Eastspring Investments’ Singapore-based chief investment officer.
Rethink China’s SOEs, says Premia Partners
Conventional wisdom says Chinese state-owned enterprises (SOEs) are bad investments, but that is not necessarily true, according to David Lai, Hong Kong-based co-chief investment officer at Premia Partners.
Which SG funds gathered the most assets in 2017?
The Singapore-domiciled funds with the highest inflows in 2017 were from Schroders and UOB, while a Fullerton fund had the highest net outflows.
Explaining bond funds to the buy-side
Private banks in Hong Kong and Singapore ask bond fund managers to explain any short-term underperformance and to provide stable income streams, according to Boston-based Brian Kennedy, vice president and portfolio manager at Loomis Sayles.
UBP: Bond investors not compensated for risks
The return for US and European bond investors offers insufficient compensation for the risk they are taking, especially in the high yield segment, said Norman Villamin, chief investment officer at Union Bancaire Privee.
