Q3 data shows warming sentiment toward China among fund selectors and asset allocators in Hong Kong, Singapore, Thailand and Malaysia, who told FSA they intend to add to their Chinese equity allocation in the next 12 months.
Category: Asset Class in Focus
Bullish T Rowe overweights Japan equities
For the first time in a decade, T Rowe Price’s global equity strategy has an overweight versus the benchmark to Japan equities. Laurence Taylor, portfolio specialist, explains why.
Robo-advisor performance October 2017
FSA joins the robo-advisor discussion with its monthly feature showing portfolio returns of three robo-advisors serving clients in Asia.
GSAM: EM equity run to continue in 2018
Encouraging growth prospects make emerging market equities more attractive than those in developed markets, argues James Ashley, head of international market strategy at Goldman Sachs Asset Management.
Asia’s fund selectors turn to alternatives
Are commodities and property going to boost returns? Fund selectors in Asia are planning more diversification into alternative asset classes, in particular commodities and property, according to FSA’s Asset Class Research.
Does Catalonia raise EU risk?
Catalonia’s drive for independence from Spain underscores the growing number of people profoundly dissatisfied with European leadership. However, Paras Anand, Europe CIO of Fidelity International, said his firm has not made any portfolio changes in response.
Invesco: India’s lenders gain from retail finance
The evolution in the use of personal credit is driving India’s financial sector, according to Shekhar Sambhshivan, investment director at Invesco Asset Management.
The elusive bond market shock
The fixed income market is liquid, but the trigger for a correction is out there, somewhere, according to Eoin Walsh, a partner in portfolio management at Vontobel’s Twenty Four Asset Management.
Smart-beta a `marketing dream’ for asset managers
Investors should be aware of the return drivers of smart-beta products as the criteria that managers use to build these portfolios may be unsophisticated, according to Joel Coverdale, Hong Kong-based managing director for Asia-Pacific at risk management firm Axioma.
Japan corporates squeeze out `cozy relationships’
Abe’s ruling bloc swept to victory in the snap election on Sunday, suggesting further momentum for the encouraging change in Japanese corporate governance.
